Act Advisors

Act Advisors (CRD# 173120) is a financial advisory firm headquartered in Asheville, NC. They manage $374,060,105 in 974 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
521 College Street, Asheville, NC 28801
https://www.youtube.com/actadvisors
By the Numbers
  • Total Assets Under Management
    374
    MILLION
  • Total Number of Accounts
    974
    ACCOUNTS
  • Average Account Value
    $384,045
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Act Advisors
Showing 1 - 4 of 4 top financial advisors.
1
Douglas English, financial advisor Asheville NC
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 29 years of experience in the finance industry.

2
Roger Johnson, financial advisor Charleston SC
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 21 years of experience in the finance industry.

3
Patrick Latta, financial advisor Asheville NC
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 22 years of experience in the finance industry.

4
Timothy Mowrey, financial advisor Raleigh NC
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 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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