Pat Latta- Financial Advisor Asheville, NC

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About Pat Latta

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

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

BA Economics - Economics

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

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

LPL PaladinRegistry.com Cash Solicitor Disclosure

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-solicitor-disclosure.pdf

ACT Advisors ADV 2A

https://act-advisors.com/wp-content/uploads/2022/04/ACT-ADV2A-Final-03.2022.pdf

ACT Advisors CRS

https://act-advisors.com/wp-content/uploads/2021/05/Form-CRS-Final-042021.pdf

ACT Advisors Cash Solicitor Disclosure

https://act-advisors.com/wp-content/uploads/2022/06/wiseradvisor-act-solicitor-disclosure.pdf

Pat Latta ADV Part 2b

https://act-advisors.com/wp-content/uploads/2021/06/ACT-ADV-2B-Final-062021-Patrick-Latta.pdf

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1890588/paladinregistry-ACT-Advisors-Wealth-Management-detailed-disclosure.html

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.

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Paladin Advisors

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Paladin Research Report For:

Pat Latta

ACT Advisors Wealth Management