Derrick Longo, financial advisor Huntersville NC
90 score

Derrick Longo

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Derrick A. Longo
Phone Number: 336-288-6890
Registered State(s):
  • CA
  • SC
  • GA
  • NV
  • NC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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