UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
23yrs
David Thomas has worked in the financial industry for 23 years and is a fiduciary financial advisor based in Dallas, Texas. David joined Primerica Advisors in 2012, a firm offering investment management. The firm is paid through a percentage of assets.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?More experience than 72% of advisors in Texas
Office8330 L B J Freeway Suite 620, Dallas, TX 75243
How the firm is paid ?Percent of assets
Typical client at the firm ?$228,117
Advisors at the firm3,998
States licensed ?1 state
Services through Primerica Advisors
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2012 – nowPFS Investments Inc.Current firm
Questions to ask David
Tailored to David’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call Primerica Advisors at 833-786-0550 and ask for David Thomas. David works from the Dallas, TX office.
How long has David been a financial advisor?
David has been in the industry since 2003, about 23 years. More experience than 72% of advisors in Texas.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Primerica Advisors reports being paid by a percentage of the assets they manage. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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