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Pat Latta
ACT Advisors Wealth Management

Tel: 828-398-2802
521 College Street
Asheville, NC 28801
ACT Advisors Wealth Management | Financial Advisor in Asheville ,NC

Aspire, Collaborate, Thrive



About Pat Latta

With over 20 years as a financial advisor, Pat Latta's experience and knowledge make him a valuable resource for his clients. Pat specializes in developing personal wealth strategies for individuals in career transitions, typically for clients who will be retiring in the next 10 years or who are already retired.

As a former retirement plan advisor, Pat is experienced with employer benefits available to working professionals. Pat is the former plan administrator for Mission Hospital where he helped over 5,000 employees plan for their retirement.

Pat served as the financial advisor on United Services Credit Union's 401(k) plan where he worked with credit union executives and employees. He was a USCU board member for 5 years and was Board Chairman for 2 years. Pat also established and managed in-house brokerage services for USCU's members and has been a credit union member for over 20 years.

The Latta family has lived in the Asheville area for over 30 years.

Pat holds the following registrations, licenses and professional designations:

- Uniform Investment Adviser Law Examination (series 65) with ACT Advisors, LLC

- Uniform Securities State Law Examination (series 63) with LPL Financial

- Investment Company and Variable Contracts Products Representative Exam (series 6) with LPL Financial

- Long Term Care Licensed

- Life, Health, and Variable Annuity Insurance Agent.

-Such registration does not imply any specific level of skill or training.


About ACT Advisors Wealth Management

At ACT Advisors, we provide independent, personalized, and ongoing professional investment advice. Our financial advisors can help you identify your goals, define the short- and long-term objectives to work towards them, and build a personalized investment plan tailored to your unique needs. As a Registered Investment Advisor (RIA), we are a fiduciary. This means that we put our clients before ourselves. When providing investment advice, our advisors have a fundamental obligation to act in the best interests of our clients.

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General Information

Firm Start Year:   2008
No.of Employees:   10-19
Insurance License#:   6601448
Name of Custodial Firm:   LPL Financial, TD Ameritrade
States Licensed in:   NC, SC, VA
Number of Years with Current Firm:   7
Work Experience:   Pat has over 20 years of experience helping clients manage wealth and plan for their futures. He began in 2001 as a Registered Representative for a large national firm. In 2015, Pat joined ACT Advisors.
Work with the following types of clients:   Businesses, Individual Investors
Advisory Services Provided:   Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Financial Planning for Individuals, Risk Management, Wealth Management

Services

Investment Types:   Bonds, Mutual Funds, Exchange Traded Funds (ETFs), Stocks, Annuities, Insurance
Can meet clients in the following ways:   Our Office, Via Phone, Your Office, Via Email, Video Conference

Qualifications & Memberships

Insurance and Annuity Licenses:   Health, Variable Annuity, Long Term Care, Life

Firm Information

Firm's Number of Clients:   566
Firm's Number of Planning Clients:   566
Firm's Number of Managed Clients:   566
Assets Managed by Firm:   $389,880,184
Advisor's Number of Clients:   102
Advisor's Number of Managed Clients:   80
Advisor's Number of Planning Clients:   80
Assets Managed by Advisor:   $50,000,000

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $500,000
Compensation Methods:   Based on Assets, Flat Fee
Minimum Fee Charged for Managed Accounts:   $500,000

Education

BA Economics  - Economics   University of North Carolina at Asheville  - Asheville
01/01/1996-12/31/1999

Financial Services

Retirement Planning

At ACT Advisors, we follow our planning process as we work with you to develop a retirement strategy that is right for you, your spouse and your family, and your goals at every stage of your life. After we implement your plan, we do everything in our power to keep you focused on where you want to go. We'll revisit your goals on a yearly basis to make sure you're on track to work toward them. If your goals have changed, we will update your investments to reflect those changes. We monitor and rebalance your portfolio to help keep it true to your needs and objectives.

Wealth Management

Things change, sometimes dramatically, so ACT Advisors helps you anticipate and respond to changing market conditions. Once your plan has been implemented, we closely monitor your investment options and keep an eye on the world around you. We strive to preserve your wealth and protect your goals. With close monitoring of your portfolio against your investment objectives, we rebalance or reallocate funds to pursue only those courses of action most suited to your needs.


FAQs

Why should I choose you as my financial advisor?

Pat is an independent financial advisor and fiduciary with ACT Advisors. He has a fundamental obligation to provide investment advice that is in his clients' best interests.

What services do you provide? What are your specialties?

Financial Planning, Investment Management, Risk Management

What financial institution(s) do you represent?

Pat is an independent financial advisor.

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Disclaimer

Advisory services offered through ACT Advisors, LLC, a Registered Investment Adviser.

Mr. Latta is an Investment Advisor Representative of ACT Advisors. Additionally, Mr. Latta is a Registered Representative of LPL Financial, an unaffiliated company. This could create a conflict of interest. For more information on this conflict, please see our ADV2A at the link above.

Mr. Latta does not sell Life Insurance, Health Insurance or Variable Annuities in his capacity as an Investment Advisor Representative with ACT Advisors.

Compliance

Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

I have a clean record


Criminal Disclosures in Last 5 years:

I have a clean record


Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 8:30 AM - 5:00 PM
Wed. 8:30 AM - 5:00 PM
Thu. 8:30 AM - 5:00 PM
Fri. 8:30 AM - 4:00 PM

Communities Served

Western North Carolina

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