Primerica Advisors
43yrs
Top advisor by experience in Huntersville
20yrs
Patrick Schultz
Full name on record: Patrick Gerard Schultz
Financial advisor at Concurrent Investment Advisors
Patrick Schultz has worked in the financial industry for 20 years and is a fiduciary financial advisor based in Huntersville, North Carolina. After less than a year at C F Parks and less than a year at Hobart Wealth, Patrick joined Concurrent Investment Advisors in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Patrick holds the CFP® designation.
One of 208 advisors with offices in Huntersville, and one of 190 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 68% of advisors in Huntersville
Office16740 Birkdale Commons Parkway Suite 200, Huntersville, NC 28078
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.18 million
Advisors at the firm285
States licensed ?1 state
Services through Concurrent Investment Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- May 2025 – nowConcurrent Investment Advisors, LLCCurrent firm
- Jan 2025 – Apr 2025C F Parks Inc.Previously
- Sep 2024 – Jan 2025Hobart WealthPreviously
- Apr 2023 – Aug 2024Neuberger Berman BD LLCPreviously
- 2019 – 2023
- 2007 – 2019New York Life Investment Management LLCPreviously
Contact Patrick
(813) 709-8800Firm headquarters in Tampa, FL. Ask for Patrick. 16740 Birkdale Commons Parkway Suite 200Huntersville, NC 28078Office · Get directions Firm websitewww.legacyprivatewealthholdings.com
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Patrick
How do I contact Patrick?
Call Concurrent Investment Advisors at (813) 709-8800 and ask for Patrick Schultz. Patrick works from the Huntersville, NC office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2006, about 20 years. More experience than 68% of advisors in Huntersville.
What licenses does Patrick hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Concurrent Investment Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Patrick 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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