UBS Financial Services
47yrs
Top advisor by experience in Greensboro
15yrs
John Schultz is a fiduciary financial advisor in Greensboro, North Carolina, with 15 years in the industry. John joined Valic Financial Advisors in 2012, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 566 advisors with offices in Greensboro, and one of 521 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 53% of advisors in North Carolina
Office7029 Albert Pick Road Suite 206, Greensboro, NC 27409
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$99,681
Advisors at the firm1,254
States licensed ?2 states
Services through Valic Financial Advisors
Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther services
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 66Uniform Combined State Law Examination
Career
- 2012 – nowValic Financial Advisors, Inc.Current firm
Contact John
(866) 544-4968Firm headquarters in Houston, TX. Ask for John. 7029 Albert Pick Road Suite 206Greensboro, NC 27409Office · Get directions Firm websiteHTTP://WWW.VALIC.COM
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Questions to ask John
Tailored to John’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 John
How do I contact John?
Call Valic Financial Advisors at (866) 544-4968 and ask for John Schultz. John works from the Greensboro, NC office.
How long has John been a financial advisor?
John has been in the industry since 2011, about 15 years. More experience than 53% of advisors in North Carolina.
What licenses does John hold?
Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Valic Financial Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John 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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