Gary Lee Beveridge
Professional Summary
Gary Lee Beveridge, who also goes by Gary L Beveridge, is a registered financial advisor currently at EXETER FINANCIAL, LLC located in The Villages, Florida and M HOLDINGS SECURITIES, INC. located in Roanoke, Virginia. Gary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Gary has worked at 5 firms and has passed the Series 63, Series 65, Series 6TO, SIE and Series 26...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Gary L Beveridge
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
43 years in the financial services industry
Current & Past Employments
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Current Firm
ALKEME FINANCIAL | EXETER FINANCIAL, LLC | ALKEME WEALTH, LLC | ALKEME FINANCIAL SERVICES
Contact Information
Main Address
7001 N. Scottsdale Road Suite 1040, Scottsdale, AZ 85253-3644Phone Number
(480) 588-0830# of Employees
6SEC notice filing (6 States and Territories)
Registered to provide investment advisory services in 6 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
693AUM (Assets Under Management)
$420,187,982Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
ALKEME FINANCIAL | EXETER FINANCIAL, LLC | ALKEME WEALTH, LLC | ALKEME FINANCIAL SERVICES
State Registrations and Notice Filings
(5/15/2024)
(1/16/2026)
(1/16/2026)
(5/1/2024)
(1/20/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Jan 2023About the Series 6TO examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Aug 2006About the Series 26 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Gary Lee Beveridge's CRS (Customer Relationship Summary).
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