Patrick
Latta
Act Advisors
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About this Advisor
Patrick Latta is a financial advisor who works out of Asheville, North Carolina with a total of 8 years of relevant experience. Latta is currently employed by Act Advisors. During their career, the advisor has held roles at Valic, Lpl Financial LLC and Act Advisors. Latta holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in New York, North Carolina and South Carolina. Act Advisors is an advisory firm that has its headquarters in Asheville, NC. The company has offices in two locations and a total of 11 advisors. It administers $313 million in assets across its 920 customer accounts, placing it among the mid-sized firms in the United States by assets under management. The firm serves four charities and foundations. Of its 920 client accounts, 32% belong to high-net-worth investors who have at least $1 million in assets available to invest. Act Advisors performs a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fees typically depend on which service is offered. However, fees billed by Act Advisors most likely are comprised of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Act Advisors Brokerage Details
$313,060,957
11
920
$340,284
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Patrick Latta Work History
Patrick has been registered as a financial advisor for 8 years.*
Lpl Financial LLC
Act Advisors
Valic
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Patrick Latta to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Act Advisors
Asheville, NC
Charleston, SC
Charleston, SC
Asheville, NC
Raleigh, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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