Financial Advisor Pat Latta
With over 20 years as a financial advisor, Pat Latta’s experience and knowledge make him a valuable resource for his clients. Pat specializes in retirement planning strategies for clients who will be retiring in the next 15 years or who are already retired.
As a former retirement plan advisor, Pat is experienced with employer benefits available to working professionals. Pat is the former plan administrator for Mission Hospital where he helped over 5,000 employees plan for their retirement.
Pat served as the financial advisor on United Services Credit Union’s 401(k) plan where he worked with credit union executives and employees. He was a USCU board member for 5 years and was Board Chairman for 2 years. Pat also established and managed in-house brokerage services for USCU’s members, and has been a credit union member for over 20 years.
Pat became an Investment Advisor Representative (IAR) with ACT Advisors in 2015.
Pat Latta Associate Wealth Advisor
Pat holds the following registrations, licenses and professional designations:
- Investment Advisor Representative (IAR) with ACT Advisors, LLC
- Uniform Investment Adviser Law Examination (series 65) with ACT Advisors, LLC
- Long Term Care Licensed
- Life, Health, and Variable Annuity Insurance Agent
The Latta family has lived in the Asheville area for over 26 years.