David Schubert, financial advisor San Antonio TX
90 score

David Schubert

CRD Number: 5930803
Current Firm: Primerica Advisors

David Schubert (CRD# 5930803) is an Investment Advisor Representative working at Primerica Advisors in San Antonio, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. San Antonio, TX Jun 2011 - Current 5
Primerica Financial Services San Antonio, TX Feb 2011 - Current 5
At&t San Antonio, TX Apr 1997 - Current 19
Copernicus Realty San Antonio, TX Apr 2008 - Apr 2009 1
Exit Realty New Braunfels New Braunfels, TX Mar 2007 - Mar 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2011
S65 NASAA Investment Advisors Law Examination Apr 2012
Contact Info for David Schubert
Phone Number: 800-544-5445
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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