Derrick LongoCRD Number: 6269598
Current Firm: Intercarolina Financial Services, Inc.
Derrick Longo (CRD# 6269598) is an Investment Advisor Representative working at Intercarolina Financial Services, Inc. in Huntersville, NC and has over 4 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Mpay||Huntersville, NC||Oct 2016 - Current||1|
|Intercarolina Financial Services, Inc.||Greensboro, NC||Oct 2016 - Current||1|
|Wells Fargo Advisors, LLC||Ansonia, CT||Apr 2014 - Current||3|
|Wells Fargo Bank, Na||Ansonia, CT||Apr 2014 - Oct 2016||2|
|National Securities Corp||Melville, NY||Nov 2013 - Feb 2014||< 1|
|Unemployed||Ardsley, NY||Jun 2013 - Nov 2013||< 1|
|Aramark||Springfield, MA||Aug 2011 - May 2013||1|
|Springfield College||Springfield, MA||Sep 2004 - May 2013||8|
|Unemployed||Ardsley, NY||Jun 2011 - Nov 2011||< 1|
|Ardsley High School||Ardsley, NY||Sep 2005 - Jun 2009||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2014|
|S63||Uniform Securities State Law Examination||Jan 2014|
Total Assets Under Management57MILLIONS
Total Number of Accounts104ACCOUNTS
Average Account Value$544,231
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, FL, GA, KY, MA, NC, NV, SC, TX