Gary
Beveridge
Vicus Capital, Inc
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About this Advisor
Gary Beveridge is a financial advisor based out of The Villages, Florida with 4 years of relevant experience. Beveridge currently works for Vicus Capital, Inc. The advisor has gained experience 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. Beveridge maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Florida and Virginia. Vicus Capital, Inc is a financial advisory business that has its headquarters in State College, PA. The firm has offices in 40 locations and a total of 87 employees. It manages $2 billion in total assets among its 8,080 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to two charitable organizations. Of its 8,080 client accounts, 30% are held by high-net-worth individuals who have at least $1 million in assets. Vicus Capital, Inc offers a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules are based on which services the firm provides the client. However, fees billed by Vicus Capital, Inc likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vicus Capital, Inc Brokerage Details
$2,014,773,022
87
8,080
$249,353
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Gary Beveridge Work History
Gary has been registered as a financial advisor for 4 years.*
Partners Wealth & Risk Mgt Dba Beveridge & Akers Ins Group
Cetera Advisor Networks
Vicus Capital
Partners Financial Services
Gary And Kathleen Beveridge Rental Properties
Beveridge Insurance Agency Inc /Dba Beveridge And Associates
Southwest Virginia Chapter Of Community Association Insatiate (C
Nationwide Advisory Services, Inc
Nationwide Insurance Co'S
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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 Vicus Capital, Inc
New York, NY
State College, PA
Bridgewater, NJ
State College, PA
State College, PA
State College, PA
Columbia, MD
State College, PA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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