Derrick
Longo
Exencial Wealth Advisors
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About this Advisor
Derrick Longo is a financial advisor based in Huntersville, North Carolina, working with Exencial Wealth Advisors. Derrick has previously held positions at Wells Fargo Bank, Na, Wells Fargo Advisors, LLC, Intercarolina Financial Services, Inc, Mpay, and Exencial Wealth Advisors. Derrick has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in California, Colorado, Connecticut, Florida, Louisiana, Massachusetts, Michigan, Nevada, New York, North Carolina, Ohio, Oklahoma, South Carolina, Texas, Virginia, and Washington. Currently, Derrick is part of Exencial Wealth Advisors, which operates out of Huntersville, North Carolina. The firm has 12 offices and 101 employees. The firm manages assets totaling $5.0 billion and 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, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Exencial Wealth Advisors includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Exencial Wealth Advisors Brokerage Details
$5,015,687,471
101
10,586
$473,804
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Derrick Longo Work History
Exencial Wealth Advisors
Intercarolina Financial Services, Inc
Mpay
Wells Fargo Bank, Na
Wells Fargo Advisors, LLC
Disclosures
Please visit the SEC profile of Derrick Longo 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 Exencial Wealth Advisors
Dallas, TX
Oklahoma City, OK
Plano, TX
Huntersville, NC
Orange, CT
Oklahoma City, OK
Old Lyme, CT
Oklahoma City, OK
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