Pfs Investments Inc

Investment Advisor
in Carlsbad, CA
Are you David Wine? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Series 63, Series 65

Years of Experience

34 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets



Office Location

2231 Faraday Ave Ste 100
Carlsbad, CA 92008

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Pfs Investments Inc Brokerage Details

Total Assets Under Management


CA Average: $3,570,121,308
Total Number of Employees


CA Average: 58
Total Number of Accounts


CA Average: 1,608
Average Account Size


CA Average: $2,220,225

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

David Wine Work History

David has 34 years of experience.

2000 - Present (19 years)

Pfs Investments Inc

1984 - Present (35 years)

Primerica Financial Services


David Wine has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started