Derrick
Longo
Exencial Wealth Advisors
Answer a few questions and
get matched with an advisor.
About this Advisor
Derrick Longo is a financial advisor based out of Huntersville, North Carolina, with 3 years of industry experience. Longo is an employee of Exencial Wealth Advisors. Over the course of their career, Longo has held roles at National Securities Corp, Aramark, Springfield College, Wells Fargo Bank, Na, Wells Fargo Advisors, LLC, Intercarolina Financial Services, Inc, Mpay and Exencial Wealth Advisors. Longo maintains Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in California, Colorado, Connecticut, Massachusetts, Michigan, Nevada, North Carolina, Oklahoma, South Carolina, Texas, Virginia and Washington. Exencial Wealth Advisors is a registered investment business that has its headquarters in Oklahoma City, OK. It has offices in 12 locations and a total of 114 employees. It oversees $4 billion in assets under management among its 4,629 client accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 33 charitable organizations. Of its 4,629 accounts, 45% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The firm performs a number of services, such as 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. A financial advisor's fee schedules largely depend on which services are provided. Fee types charged by Exencial Wealth Advisors likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Exencial Wealth Advisors Brokerage Details
$3,769,638,990
114
4,629
$814,353
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
Derrick has been registered as a financial advisor for 3 years.*
Exencial Wealth Advisors
Intercarolina Financial Services, Inc
Mpay
Wells Fargo Bank, Na
Wells Fargo Advisors, LLC
National Securities Corp
Aramark
Springfield College
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Oklahoma City, OK
Old Lyme, CT
Dallas, TX
Dallas, TX
Huntersville, NC
Huntersville, NC
Oklahoma City, OK
Huntersville, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
