Matthew Patrick
Financial advisor at Primerica Advisors · Duluth, GA
Last updated 2026-10-10
Claim your profileMatthew Patrick is a financial advisor at Primerica Advisors in Duluth, GA, CRD 6855491. Licenses and exams on the registration: Series 65. IAPD registration began 2022-02-03.
Registration
- CRD number
- 6855491
- Registration status
- Active
- IAPD registration
- 2022-02-03
- Industry Experience
- 4 years
- Work Experience
- 13 years
- States registered
- GA
Licenses and exams
- Series 65
Work history
- 2017-09 to Present · Primerica Financial Services · Duluth, GA
- 2013-09 to 2017-09 · Equity Investment Corp · Atlanta, GA
Current employment
- Pfs Investments Inc. · Duluth, GA
Primerica Advisors
- Regulatory AUM
- $15,536,099,534
- Registered advisors
- 3,984
- Offices
- 2,532
- Clients per advisor
- 17.0 (Low)
- Average AUM per client
- $229.1K (Low)
- High-net-worth client ratio
- 3.1% (Low)
Primerica Advisors: advisors, services and reported ETF investments
About
Matthew Patrick is a financial advisor at Pfs Investments Inc., operating as Primerica Advisors in Duluth, GA. Reported securities licenses include Series 65. The latest record indicates 4 years of industry experience and 13 years of reported work history.
Primerica Advisors' firm-level Form ADV reports 3,984 advisors across 2,532 offices; approximately 17.0 clients per advisor, average assets per client of $229,092, and regulatory AUM of $15.5B; client categories including Individuals (non-HNW), High net worth individuals, Charitable organizations, and Corporations or other businesses; services including Portfolio Management: Individuals and Small Businesses.
What this firm offers
Filed by Primerica Advisors on Form ADV.
Client services
- Individuals and Small Businesses
Fee options
- Percentage of Assets Under Management
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Insurance Company or Agency
Location
1 Primerica Parkway, Duluth, GA 30099
92 advisors at this office.
Contact
The firm's filed contact details.
Official record
Are you Matthew Patrick?
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