Act Advisors

Act Advisors (CRD# 173120) is a financial advisory firm headquartered in Asheville, NC. They manage $127,724,031 in 625 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    128
    MILLION
  • Total Number of Accounts
    625
    ACCOUNTS
  • Average Account Value
    $204,358
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, NC, NY, SC, TX

Financial Advisors at Act Advisors
Showing 1 - 4 of 4 top financial advisors.
1
Douglas B. English
CRD#: 2532448
37 Haywood Street, Suite 200, Asheville, NC 28801
96
Wealthminder
score

Douglas English (CRD# 2532448) is an Investment Advisor Representative working at Act Advisors in Asheville, NC and has over 23 years of experience in the finance industry. Douglas English has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Roger W. Johnson
CRD#: 4545355
6650 Rivers Avenue, Charleston, SC 29406
96
Wealthminder
score

Roger Johnson (CRD# 4545355) is an Investment Advisor Representative working at Act Advisors in Charleston, SC and has over 15 years of experience in the finance industry. Roger Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Neil W. Lambert
CRD#: 2090498
6650 Rivers Ave, Charleston, SC 29406
93
Wealthminder
score

Neil Lambert (CRD# 2090498) is an Investment Advisor Representative working at Act Advisors in Charleston, SC and has over 21 years of experience in the finance industry.

4
Patrick J. Latta
CRD#: 4395019
37 Haywood Street, Suite 200, Asheville, NC 28801
93
Wealthminder
score

Patrick Latta (CRD# 4395019) is an Investment Advisor Representative working at Act Advisors in Asheville, NC and has over 16 years of experience in the finance industry.

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