Gary
Beveridge
Exeter Financial, LLC
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About this Advisor
Gary Beveridge is a financial advisor based in The Villages, Florida, working with Exeter Financial, LLC. Gary has previously held positions at Nationwide Insurance Co'S, Nationwide Advisory Services, Inc, Cetera Advisor Networks, Vicus Capital, Gary And Kathleen Beveridge Rental Properties, Beveridge Insurance Agency Inc /Dba Beveridge And Associates, Partners Financial Services, Southwest Virginia Chapter Of Community Association Insatiate (C and Partners Wealth & Risk Mgt Dba Beveridge & Akers Ins Group. Gary has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Virginia. Currently, Gary is part of Exeter Financial, LLC, which operates out of The Villages, Florida. The firm has 1 office and 6 employees. The firm manages assets totaling $334.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Exeter Financial, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Exeter Financial, LLC Brokerage Details
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$334,319,615
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6
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587
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$569,539
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Gary Beveridge Work History
Partners Wealth & Risk Mgt Dba Beveridge & Akers Ins Group
Partners Financial Services
Gary And Kathleen Beveridge Rental Properties
Beveridge Insurance Agency Inc /Dba Beveridge And Associates
Cetera Advisor Networks
Vicus Capital
Southwest Virginia Chapter Of Community Association Insatiate (C
Nationwide Advisory Services, Inc
Nationwide Insurance Co'S
Disclosures
Please visit the SEC profile of Gary Beveridge 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 Exeter Financial, LLC
Paradise Valley, AZ
Paradise Valley, AZ
Paradise Valley, AZ
Paradise Valley, AZ
The Villages, FL
The content in this profile was updated by SmartAsset on 6/19/2024. 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.
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