Patrick Jennings Latta
Investment adviser representative at Act Advisors
8 yearsExperience
2 statesRegistered in
$498.9MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
8 years in the industry.
- Act AdvisorsSep 2015 to now
- LPL Financial LLCAug 2015 to Dec 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 2 states (NC, SC).
Act Advisors
Legal name: Act Advisors, LLC
$498.9MAssets managed
428Clients
4Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4395019
- Firm CRD
- 173120