John SchultzCRD Number: 5977837
Current Firm: Valic Financial Advisors, Inc.
John Schultz (CRD# 5977837) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Greensboro, NC and has over 5 years of experience in the finance industry.
Spartan Planning & Wealth Management
Triad Financial Advisors, Inc.
Nfp Advisor Services, LLC
|Valic Financial Advisors, Inc.||Greensboro, NC||Oct 2011 - Current||6|
|Triad Wholesale Lumber Company||Greensboro, NC||Jun 2005 - Aug 2011||6|
|International Farming Corporation||Kinston, NC||Jan 2011 - Feb 2011||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2011|
Total Assets Under Management22,665MILLIONS
Total Number of Accounts866,312ACCOUNTS
Average Account Value$26,163
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV