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Detailed Report
David Lane Schubert
DAVID SCHUBERT LANE, DAVID LANE SCHUBERT, DAVID SCHUBERT
CRD#: 5930803
IA
Investment Adviser
B
Broker
PRIMERICA ADVISORSCRD#: 10111 911 ISOM RD
STE C
SAN ANTONIO, TX 78246
Registration History
201220142016201820202022202420262 FIRMS2017 - Present (7 years)BPFS INVESTMENTS INC. (CRD# 10111)2011 - 2016 (5 years)IAPRIMERICA ADVISORS (CRD# 10111)2012 - 2016 (4 years)
License(s)

State Registrations

B
Texas 8/8/2017
IA
Texas 8/21/2017

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
PRIMERICA ADVISORS (CRD#:10111)
911 ISOM RD STE C, SAN ANTONIO, TX 78246
Registered with this firm since 8/21/2017
B
PFS INVESTMENTS INC. (CRD#:10111)
911 ISOM RD STE C, SAN ANTONIO, TX 78246
Registered with this firm since 8/8/2017
Previous Registration(s)
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IA
 04/26/2012 - 12/31/2016 PRIMERICA ADVISORS (CRD#:10111) SAN ANTONIO, TX
B
 06/20/2011 - 12/31/2016 PFS INVESTMENTS INC. (CRD#:10111) SAN ANTONIO, TX
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.