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David Curtis Wine

PFS Investments Inc.

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About David Curtis Wine

David Curtis Wine is a financial advisor with PFS Investments Inc. with over 37 years of experience in the financial services industry. David is licensed to offer investment advice in California and Texas and holds several industry designations. He is also registered to sell securities in numerous states. David is committed to helping individuals and families reach their financial goals. He offers financial planning and portfolio management services, and is dedicated to providing personalized attention and a high level of service. David has previously worked at FIRST AMERICAN NATIONAL SECURITIES, INC.

Firm Information

David Wine is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Wine’s Registration & Firm History

CA

07/12/2019 - Present

PFS Investments Inc. (CARLSBAD CA)

NA

02/12/1985 - 10/04/1988

FIRST AMERICAN NATIONAL SECURITIES, INC.

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Licenses & Designations

IA

Issued 05/27/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/21/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/28/2001

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/03/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for David Curtis Wine. Review regulatory record here.
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