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Derrick Anthony Longo

11 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
43 advisors
Number of Clients
3,215 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$5.3B

Fee Structure

Minimum Investment:$250K
Minimum Annual Fee:$2,500
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Location

13801 Reese Boulevard, Suite 155, Huntersville, NC, 28078

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Derrick has ownership in Charlotte Commercial Cleaners since 2018 and owns multiple rental properties. He spends a few hours per week on maintenance for the rental properties, and the compensation accounts for approximately 25% of his annual income.

Employment History
Current Registrations
Exencial Wealth Advisors
November 2020 - Present · 5 yrs 3 mos
Previous Registrations
Intercarolina Financial Services, INC.Broker
November 2016 - November 2020 · 4 yrs
Intercarolina Financial Services, INC.
November 2016 - November 2020 · 4 yrs
Wells Fargo Advisors, LLC
July 2014 - October 2016 · 2 yrs 3 mos
Wells Fargo Advisors, LLCBroker
April 2014 - October 2016 · 2 yrs 6 mos
National Securities CorporationBroker
December 2013 - March 2014 · 3 mos
State Registrations15 states
CACOCTFLLAMINCNYOHOKPASCTXVAWA
Advisor
Exams
No exam information available for this advisor.
Derrick Anthony Longo - Financial Advisor | TrueAdvisor