Dennis Scott Perdue
Investment adviser representative at Westover Capital Advisors, LLC
27 yearsExperience
1 stateRegistered in
$652.9MFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
27 years in the industry.
- Westover Capital Advisors, LLCNov 2020 to now
- Whisman Giordano & Associates, LLCJan 2017 to Oct 2020
- Master, Sidlow & Associates, P.A.Jan 1999 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (DE).
Westover Capital Advisors, LLC
$652.9MAssets managed
267Clients
6Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7328028
- Firm CRD
- 126520