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GB

Gary L. Beveridge

EXETER FINANCIAL
The Villages, FL
Some features on this profile are disabled
CRD#: 1165486
GB

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 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Gary L Beveridge

Other business activities

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Lee Beveridge's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 1, 2024 - Present

EXETER FINANCIAL, LLC

Office #2: 2772 Electric Rd. Suite 3, Roanoke, VA 24018
RIA
CRD#: 143420
The Villages, FL
Current

January 16, 2026 - Present

M HOLDINGS SECURITIES, INC.

Office #1: 2772 Electric Road Suite 3, Roanoke, VA 24018
RIA
BD
CRD#: 43285
Roanoke, VA
Past

October 3, 2019 - May 2, 2024

VICUS CAPITAL, INC.

RIA
CRD#: 116021
ROANOKE, VA
Past

October 1, 2019 - April 24, 2024

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
ROANOKE, VA
Past

July 27, 2017 - October 1, 2019

NATIONWIDE SECURITIES, LLC

RIA
CRD#: 11173
ROANOKE, VA
Past

July 17, 1983 - October 1, 2019

NATIONWIDE SECURITIES, LLC

BD
CRD#: 11173
ROANOKE, VA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EF
EXETER FINANCIAL, LLC
ALKEME FINANCIAL SERVICES | EXETER FINANCIAL, LLC | ALKEME WEALTH MANAGEMENT

CRD#: 143420 / SEC#: 801-67719

RIA
Registered Investment Advisory firm - (4/5/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR
Florida
(5/15/2024)
RR
Florida
(1/16/2026)
RR
Texas
(1/16/2026)
IAR
Virginia
(5/1/2024)
RR
Virginia
(1/20/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 7/20/2018
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 7/26/2017
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 26
Date: 8/14/2006
Investment Company Products/Variable Contracts Principal Examination
SRO Registrations
RR
FINRA

Current Firm

EF
EXETER FINANCIAL, LLC
ALKEME FINANCIAL SERVICES | EXETER FINANCIAL, LLC | ALKEME WEALTH MANAGEMENT

CRD#: 143420 / SEC#: 801-67719

RIA
Registered Investment Advisory firm - (4/5/2007 Approved)
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Contact information

Main Address
7001 N. Scottsdale Road Suite 1040, Scottsdale, AZ 85253-3644
Mailing Address
Phone number
(480) 588-0830
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EXETER FINANCIAL, LLC ADV PART 2A 03.17.2025 (3/19/2025)

Regulatory assets under management

Total Number of Accounts631
AUM (Assets Under Management)$ 366,250,324

Red Flags

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.

Company Information

EXETER FINANCIAL, LLC

CRD#: 143420The Villages, FL

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