Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derrick? Claim Your ProfileDerrick Longo is a registered investment advisor representative associated with Exencial Wealth Advisors. Derrick is a licensed investment advisor in multiple states and has over 10 years of experience in the financial services industry. Derrick is committed to providing personalized financial planning and investment management services to help clients reach their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting
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.
Revenue sharing arrangement
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2
NC
03/30/2023 - Present
Exencial Wealth Advisors (Huntersville NC)
NC
11/01/2016 - 11/06/2020
INTERCAROLINA FINANCIAL SERVICES, INC. (GREENSBORO NC)
NC
04/10/2014 - 10/27/2016
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
NY
12/20/2013 - 03/13/2014
NATIONAL SECURITIES CORPORATION (MELVILLE NY)
IA
Issued 07/29/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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