Financial Advisor Pat Latta
With over 17 years as a financial advisor, Pat Latta’s experience and knowledge make him a valuable resource for his clients. In 2015, Pat left his 14 year tenure with VALIC companies and became an Investment Advisor Representative (IAR) with ACT Advisors. Pat specializes in retirement planning for clients who will be retiring in the next 15 years or who are already retired. He helps clients manage their wealth and design their futures. Pat meets with clients in his Asheville NC office and in Greenville SC.
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.