Dennis
Perdue
Westover Capital Advisors, LLC
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About this Advisor
Dennis Perdue is a financial advisor based in Wilmington, Delaware, working with Westover Capital Advisors, LLC. Dennis has previously held positions at Westover Capital Advisors, LLC, Whisman Giordano & Associates, LLC, and Master, Sidlow & Associates, P.A. Dennis has passed the Series 65 regulatory exam and is registered to provide services in Delaware. Currently, Dennis is part of Westover Capital Advisors, LLC, which operates out of Wilmington, Delaware. The firm has 8 employees and manages assets totaling $401.2 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Westover Capital Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Westover Capital Advisors, LLC Brokerage Details
$401,243,103
8
597
$672,099
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Dennis Perdue Work History
Westover Capital Advisors, LLC
Whisman Giordano & Associates, LLC
Master, Sidlow & Associates, P.A
Disclosures
Please visit the SEC profile of Dennis Perdue to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Westover Capital Advisors, LLC
Wilmington, DE
Wilmington, DE
Wilmington, DE
Wilmington, DE
Wilmington, DE
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