LPL Enterprise
34yrs
Top advisor by experience in E Syracuse
19yrs
Based in E Syracuse, New York, David Colbert is a financial advisor with 19 years of industry experience. David joined Primerica Advisors in 2021, a firm offering investment management. Primerica Advisors reports being paid through a percentage of assets.
At a glance
Experience19 years (since 2008)
How that compares ?More experience than 62% of advisors in E Syracuse
Office6511 Basile Rowe Suite C102, E Syracuse, NY 13057
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.
Series 63Uniform Securities Agent State Law Examination
Career
- 2021 – nowPFS Investments Inc.Current firm
Contact David
6511 Basile Rowe Suite C102E Syracuse, NY 13057Office · Get directions Firm main line(833) 786-0550Headquarters: Primerica Advisors · Duluth, GA X (Twitter) pagePrimerica Advisors
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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 Colbert. David works from the E Syracuse, NY office.
How long has David been a financial advisor?
David has been in the industry since 2008, about 19 years. More experience than 62% of advisors in E Syracuse.
What licenses does David hold?
Series 63. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
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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