Patrick Latta, financial advisor Asheville NC

Patrick Latta

CRD Number: 4395019
Current Firm: Act Advisors

Patrick Latta (CRD# 4395019) is an Investment Advisor Representative working at Act Advisors in Asheville, NC and has over 22 years of experience in the finance industry.

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Beacon Pointe Advisors, LLC
Company Name Location Dates Years
Act Advisors Asheville, NC Sep 2015 - Current 8
Lpl Financial LLC Asheville, NC Aug 2015 - Dec 2023 8
Valic Durham, NC May 2001 - Aug 2015 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2001
S65 NASAA Investment Advisors Law Examination Mar 2003
Contact Info for Patrick J. Latta
Phone Number: (828) 398-2802
Registered State(s):
  • NC
  • SC
By the Numbers
  • Total Assets Under Management
    313
    MILLIONS
  • Total Number of Accounts
    920
    ACCOUNTS
  • Average Account Value
    $340,284
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AL, AZ, CA, FL, GA, NC, NY, SC, TN, TX, VA, WA

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