Act Advisors

Act Advisors (CRD# 173120) is a financial advisory firm headquartered in Asheville, NC. They manage $268,024,532 in 829 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    268
    MILLION
  • Total Number of Accounts
    829
    ACCOUNTS
  • Average Account Value
    $323,311
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
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.

AZ, CA, FL, GA, NC, NY, SC, TX, VA, VI

Financial Advisors at Act Advisors
Showing 1 - 5 of 5 top financial advisors.
1
Douglas B. English
CRD#: 2532448
521 College Street, Asheville, NC 28801

Douglas English (CRD# 2532448) is an Investment Advisor Representative working at Act Advisors in Asheville, NC and has over 26 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

Roger Johnson (CRD# 4545355) is an Investment Advisor Representative working at Act Advisors in Charleston, SC and has over 18 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

Neil Lambert (CRD# 2090498) is an Investment Advisor Representative working at Act Advisors in Charleston, SC and has over 24 years of experience in the finance industry.

4
Patrick J. Latta
CRD#: 4395019
521 College Street, Asheville, NC 28801

Patrick Latta (CRD# 4395019) is an Investment Advisor Representative working at Act Advisors in Asheville, NC and has over 19 years of experience in the finance industry.

5
Timothy J. Mowrey
CRD#: 2937797
Raleigh, NC

Timothy Mowrey (CRD# 2937797) is an Investment Advisor Representative working at Act Advisors in Raleigh, NC and has over 23 years of experience in the finance industry. Timothy Mowrey 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.

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