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Douglas E

CFP®, Series 63, Series 65

Asheville, NC

ACT Advisors

Douglas English is a CFP® professional with 32 years of experience in the financial services industry. He has worked at ACT Advisors since 2014 and previously at LPL Financial for 14 years and CUNA Brokerage Services for 2 years. He is based in Asheville, NC. ACT Advisors serves individual investors, including both high-net-worth and non-HNW clients, as well as employer-sponsored retirement plans. The firm provides discretionary investment management, retirement plan consulting, and financial planning services, combining fundamental and technical analysis with Modern Portfolio Theory to tailor portfolios to clients’ objectives and risk tolerance.

General estate planning guidance
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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 two years of industry experience. She previously worked at Goldman Sachs for five years and has experience in various roles including at the University of Georgia and Pendleton Place. ACT Advisors serves individual investors, including high-net-worth and non-HNW clients, as well as employer-sponsored plan participants and sponsors. The firm offers discretionary investment management, retirement plan consulting, and financial planning services, utilizing a blend of fundamental and technical analysis alongside Modern Portfolio Theory to tailor portfolios to clients’ objectives and risk tolerance.

General estate planning guidance
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Patrick L

Series 63, Series 65

Asheville, NC

ACT Advisors

Patrick Latta is a financial advisor at ACT Advisors in Asheville, NC, holding Series 63 and Series 65 licenses with 25 years of industry experience. His career includes roles at Valic Financial Advisors and LPL Financial before joining ACT Advisors in 2015. ACT Advisors serves individual investors, including high-net-worth and non-HNW clients, as well as employer-sponsored plan participants and sponsors. The firm combines fundamental and technical analysis with Modern Portfolio Theory to tailor discretionary investment management, retirement plan consulting, and financial planning services to client objectives and risk tolerance.

General estate planning guidance
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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 held positions at LPL Financial, CUNA Brokerage Services, BB&T Investment Services, and UBS Financial Services. ACT Advisors serves individual investors, including both high-net-worth and non-HNW clients, as well as employer-sponsored plan participants and sponsors. The firm provides discretionary investment management, retirement plan consulting, and financial planning services, using a combination of fundamental and technical analysis alongside Modern Portfolio Theory to tailor portfolios according to client objectives and risk tolerance.

General estate planning guidance
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