ACT Advisors, LLC Employee Directory

Q: What is ACT Advisors, LLC known for?

ACT Advisors, LLC was founded in 2006. ACT Advisors, LLC operates in the Financial Services industry.

Q: How many employees does ACT Advisors, LLC have currently?

ACT Advisors, LLC has approximately 7 employees.

Financial ServicesUnited States2-10 Employees

We Specialize In Credit Union Executives.
ACT Advisors has over 20 years’ experience providing investment management and financial planning to credit union executives. Our experienced team of advisors has specialized knowledge of unique retirement plans—including 457(b) and collateral assignment split dollar. 

We Offer Fee-Only Financial Planning.
ACT Advisors offers comprehensive and focused financial plans based upon your needs. Comprehensive plans include budgeting, estate planning, tax review, and a 2 year subscription to ACT Advisors online Wealth Management system. Focused plans—like our Retirement Income Plan—provide you with a detailed strategy designed to help you toward reaching your financial goals.

Find ACT Advisors, LLC employees' phone numbers or email addresses

ACT Advisors, LLC Global Highlights

North America
13

United States Of America
13

ACT Advisors, LLC's Leadership

J. E.
Chief Compliance Officer
Mobile Phone
Email
W. J.
Partner
Mobile Phone
Email
D. E.
Cfp®, Investment Advisor Representative, Branch Manager
Mobile Phone
Email
J. G.
Senior Credit Union Executive Consultant
Mobile Phone
Email
P. L.
Financial Advisor
Mobile Phone
Email
D. D.
Associate Wealth Advisor
Mobile Phone
Email
J. M.
Client Service Specialist
Mobile Phone
Email
N. L.
Finance Executive
Mobile Phone
Email

Contact profiles from ACT Advisors, LLC

Name

Title

Contact Info

Location

Last Update

J. E.
Chief Compliance Officer
Mobile Phone
Email
Oct 16, 2024
W. J.
Partner
Mobile Phone
Email
Nov 05, 2025
D. E.
Cfp®, Investment Advisor Representative, Branch Manager
Mobile Phone
Email
United StatesNorth Carolina
Oct 19, 2025
J. G.
Senior Credit Union Executive Consultant
Mobile Phone
Email
United StatesWisconsin
Jul 19, 2025
P. L.
Financial Advisor
Mobile Phone
Email
United StatesNorth Carolina
Jul 17, 2025
D. D.
Associate Wealth Advisor
Mobile Phone
Email
United StatesNorth Carolina
Oct 23, 2024
J. M.
Client Service Specialist
Mobile Phone
Email
United StatesNorth Carolina
Oct 17, 2024
N. L.
Finance Executive
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
P. L.
Certified Financial Planner
Mobile Phone
Email
Oct 17, 2024
T. M.
Financial Advisor
Mobile Phone
Email
United StatesNorth Carolina
Oct 23, 2024

Frequently Asked Questions

What is ACT Advisors, LLC known for?

ACT Advisors, LLC was founded in 2006 operates in the Financial Services industry. The company's main headquarters is located in 521 COLLEGE STREET, ASHEVILLE, North Carolina 28801, US. Explore ACT Advisors, LLC's company overview page for more information.

What is ACT Advisors, LLC's most common email format?

ACT Advisors, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more ACT Advisors, LLC email formats with LeadIQ.

How many employees does ACT Advisors, LLC have currently?

ACT Advisors, LLC has approximately 7 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are ACT Advisors, LLC's key employees and leadership?

As of October 2025, ACT Advisors, LLC's key employees include:

Chief Compliance Officer: J. E.
Partner: W. J.
Cfp®, Investment Advisor Representative, Branch Manager: D. E.
Senior Credit Union Executive Consultant: J. G.
Financial Advisor: P. L.

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