Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Perdue is an Investment Advisor Representative at Westover Capital Advisors, LLC, a firm that offers financial planning and portfolio management services. Dennis has been in the financial services industry since 1999, starting at Master, Sidlow & Associates, P.A. in Wilmington, Delaware. Dennis is also a certified public accountant and operates a separate accounting and tax preparation business.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Consulting and assets under advisement
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
DE
01/31/2022 - Present
Westover Capital Advisors, LLC (WILMINGTON DE)
IA
Issued 01/31/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Dennis Perdue is the right advisor for you? Invested Better is here to help.
