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David Goldberg

PFS Investments Inc.

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About David Goldberg

David Goldberg is a financial professional with over 20 years of experience in the securities industry. David currently holds a Series 7, Series 6, Series 24 and Series 63 licenses and works for PFS Investments Inc., a firm with over 5,980 accounts under management. Previously David has worked at FSC Securities Corporation, SagePoint Financial, Inc., Royal Alliance Associates, Inc., Essex National Securities, Inc., Prudential Investment Management Services LLC and Pruco Securities Corporation. David specializes in investment company products/variable contracts.

Firm Information

David Goldberg 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 Goldberg’s Registration & Firm History

GA

09/04/2019 - Present

PFS Investments Inc. (DULUTH GA)

GA

09/25/2012 - 03/08/2018

FSC SECURITIES CORPORATION (ATLANTA GA)

AZ

09/25/2012 - 03/08/2018

SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)

NY

03/30/2007 - 03/07/2018

ROYAL ALLIANCE ASSOCIATES, INC. (NEW YORK NY)

CA

04/23/2001 - 09/06/2006

ESSEX NATIONAL SECURITIES, INC. (NAPA CA)

NJ

09/28/1998 - 07/17/2000

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)

NJ

02/27/1997 - 08/11/1998

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BC

Issued 07/24/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/26/2001

Series 24 - General Securities Principal Examination

BC

Issued 03/08/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/20/2001

Series 7 - General Securities Representative Examination

BC

Issued 02/26/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Goldberg.
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