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David Lane Schubert

PFS Investments Inc.

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About David Lane Schubert

David Schubert is an Investment Advisor Representative with PFS Investments Inc. in San Antonio, Texas. David is a registered representative in Texas and has been in the securities industry since 2011. David has passed several industry exams including the Uniform Securities Agent State Law Examination, the Uniform Investment Adviser Law Examination, and the Investment Company Products/Variable Contracts Representative Examination. David holds licenses for both Broker-Dealer and Investment Advisor activities. David has experience with the following services: Portfolio management for individuals. PFS Investments Inc. is a Registered Investment Advisor with its main office in Duluth, Georgia. The firm has over 3,500 employees including investment adviser representatives and registered representatives. PFS Investments Inc. manages approximately 8,461,983,895 in assets for their clients.

Firm Information

David Schubert 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 Schubert’s Registration & Firm History

TX

08/21/2017 - Present

PFS Investments Inc. (SAN ANTONIO TX)

TX

06/20/2011 - 12/31/2016

PFS INVESTMENTS INC. (SAN ANTONIO TX)

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Licenses & Designations

IA

Issued 04/05/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/10/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/20/2012

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/17/2011

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 Lane Schubert.
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