David Robert Colbert
Investment adviser representative at Primerica Advisors
35 yearsExperience
1 stateRegistered in
$15.5BFirm assets
15 yearsFirm in business
Are you David Robert Colbert? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
35 years in the industry.
- Cdm SmithMar 2025 to now
- White & Reader Associates Inc.Apr 2017 to now
- Pfs Investments Inc.May 2007 to now
- Primerica Financial ServicesOct 2006 to now
- MiracorpJun 2023 to Mar 2025
- Onondaga CountyMay 1991 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 1 state (NY).
Primerica Advisors
Legal name: Pfs Investments Inc.
$15.5BAssets managed
67,816Clients
4,004Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5338349
- Firm CRD
- 10111