Exeter Financial, LLC
Exeter Financial, LLC (CRD# 143420) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $334,319,615 in 587 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management334MILLION
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Total Number of Accounts587ACCOUNTS
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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
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.
Kurt Gusinde (CRD# 874199) is an Investment Advisor Representative working at Exeter Financial, LLC in Scottsdale, AZ and has over 35 years of experience in the finance industry.
Stephen Harrison (CRD# 2236475) is an Investment Advisor Representative working at Exeter Financial, LLC in Scottsdale, AZ and has over 31 years of experience in the finance industry.
Peter Helms (CRD# 3048228) is an Investment Advisor Representative working at Exeter Financial, LLC in Scottsdale, AZ and has over 25 years of experience in the finance industry.
Christopher Klein (CRD# 5847156) is an Investment Advisor Representative working at Exeter Financial, LLC in Scottsdale, AZ and has over 12 years of experience in the finance industry.