Pfs Investments Inc
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About this Advisor
David Wine is a financial advisor who is based out of Carlsbad, California. Currently an investment advisor with Pfs Investments Inc, Wine has a notable 34 years of practice in the financial advisory industry. Wine has Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Wine is able to serve customers based out of California. Wine has gained experience at Pfs Investments Inc and Primerica Financial Services. Pfs Investments Inc is headquartered in Carlsbad, California, and has 1,526 other locations in the United States. As a company, Pfs Investments Inc oversees $1 billion in assets throughout 10,807 client accounts and employs more than 3,428 people. The firm's total assets under management makes it one of the larger firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 4% of the investment firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Pfs Investments Inc can provide portfolio management for individuals and small businesses. The firm's fees may include asset-based fees.
Certifications and Registrations
Years of Experience
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Pfs Investments Inc Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
David Wine Work History
David has 34 years of experience.
Pfs Investments Inc
Primerica Financial Services
David Wine has disclosures.
Please visit their SEC profile for more details.