Primerica Advisors
47yrs
Top advisor by experience at Primerica Advisors
5yrs
Matthew Patrick
Financial advisor at Primerica Advisors
Based in Duluth, Georgia, Matthew Patrick is a fiduciary financial advisor with 5 years of industry experience. Matthew joined Primerica Advisors in 2022, a firm offering investment management. The firm is paid through a percentage of assets.
One of 229 advisors with offices in Duluth, and one of 220 fiduciaries.
At a glance
Experience5 years (since 2022)
How that compares ?5 years in the industry
Office1 Primerica Parkway, Duluth, GA 30099
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 65Uniform Investment Adviser Law Examination
Career
- 2022 – nowPFS Investments Inc.Current firm
Contact Matthew
Local office(912) 331-9266Ask for Matthew. (833) 786-0550Main office 1 Primerica ParkwayDuluth, GA 30099Office · Get directions X (Twitter) pagePrimerica Advisors
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Questions to ask Matthew
Tailored to Matthew’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 Matthew
How do I contact Matthew?
Call Matthew’s local office at (912) 331-9266 or the Primerica Advisors main office at (833) 786-0550, and ask for Matthew Patrick.
How long has Matthew been a financial advisor?
Matthew has been in the industry since 2022, about 5 years. 5 years in the industry.
What licenses does Matthew hold?
Series 65. Tap any license on this page to see what it allows.
Is Matthew a fiduciary?
Matthew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Matthew paid?
Primerica Advisors reports being paid by a percentage of the assets they manage. Ask Matthew 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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