Advisors at this firm
Douglas E
CFP®, Series 63, Series 65
Asheville, NC
Act Advisors
Douglas English is a CFP® professional with 31 years of industry experience. He has worked at ACT Advisors since 2014 and previously spent 14 years with LPL Financial LLC. English operates in Asheville, NC. ACT Advisors serves individual and high-net-worth clients, retirement accounts, trusts, employer-sponsored plan participants, and institutional clients. The firm offers discretionary investment management, financial planning, and a passive asset-management strategy alongside tailored portfolio services, employing a combination of fundamental and technical analysis with Modern Portfolio Theory and both active and passive investment approaches.
Martha H
Series 63, Series 65
Asheville, NC
Act Advisors
Martha Hays is a financial advisor at Act Advisors in Asheville, NC, holding Series 63 and Series 65 licenses with one year of experience at the firm. She previously worked at Goldman Sachs for five years and has additional experience at the University of Georgia and Pendleton Place. Act Advisors serves individual and high-net-worth clients, retirement accounts, trusts, employer-sponsored plan participants, and various institutional clients. The firm combines fundamental and technical analysis with Modern Portfolio Theory, offering both active and passive investment strategies alongside financial planning and consulting services.
Patrick L
Series 63, Series 65
Asheville, NC
Act Advisors
Patrick Latta is a financial advisor at ACT Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with ACT Advisors since 2015, having previously worked at LPL Financial. Outside of advising, he is involved in managing non-investment business entities, including AVLATTA LLC, where he dedicates significant time. ACT Advisors serves individual and high-net-worth clients, retirement accounts, trusts, employer-sponsored plan participants, and various institutional clients. The firm combines fundamental and technical analysis with Modern Portfolio Theory, offering both active and passive investment strategies alongside financial planning and consulting services.
Roger J
CFP®, Series 66
Asheville, NC
Act Advisors
Roger Johnson is a CFP® professional with 23 years of industry experience. He has worked at ACT Advisors since 2014 and previously spent 10 years at LPL Financial. ACT Advisors serves individual and high-net-worth clients, retirement accounts, trusts, employer-sponsored plan participants, and institutional clients. The firm offers discretionary investment management, financial planning, and consulting, combining fundamental and technical analysis with Modern Portfolio Theory through both active and passive strategies.