Gary Beveridge (CRD# 1165486) is an Investment Advisor Representative working at Exeter Financial, LLC in The Villages, FL and has over 6 years of experience in the finance industry.
CRD# 5926598
Lpl Financial LLC
CRD# 1393256
Brookstone Wealth Advisors, LLC
CRD# 1006294
Chelsea Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Partners Wealth & Risk Mgt Dba Beveridge & Akers Ins Group | Roanoke, VA | Apr 2020 - Current | 4 |
| Partners Financial Services | Roanoke, VA | Oct 2019 - Current | 4 |
| Gary And Kathleen Beveridge Rental Properties | Roanoke, VA | Jan 2000 - Current | 24 |
| Beveridge Insurance Agency Inc. /dba Beveridge And Associates | Roanoke, VA | Apr 1974 - Current | 50 |
| Cetera Advisor Networks | El Segundo, CA | Oct 2019 - Apr 2024 | 4 |
| Vicus Capital | Roanoke, VA | Oct 2019 - Apr 2024 | 4 |
| Southwest Virginia Chapter Of Community Association Insatiate (c | Roanoke, VA | Oct 2019 - Jan 2020 | < 1 |
| Nationwide Advisory Services, Inc. | Vinton, VA | Apr 1976 - Sep 2019 | 43 |
| Nationwide Insurance Co's. | Columbus, OH | Apr 1974 - Sep 2019 | 45 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2018 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2017 |
- FL
- VA
-
Total Assets Under Management334MILLIONS
-
Total Number of Accounts587ACCOUNTS
-
Average Account Value$569,539
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, FL, OR, TX, VA, WA
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