GB
Gary L. Beveridge
EXETER FINANCIAL
The Villages, FL
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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.
Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Gary has worked at 4 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 IAR'S PRIMARY EMPLOYMENT IS WITH BEVERIDGE & AKERS INSURANCE GROUP, LLC, DBA PARTNERS FINANCIAL SERVICES. THIS CONSTITUTES HIS FULL-TIME EMPLOYMENT AND INVOLVES APPROXIMATELY 40 HOURS PER WEEK, INCLUDING DURING TRADING HOURS. (1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION AND CONDUCTED THROUGH BEVERIDGE & AKERS INSURANCE GROUP, LLC DBA PARTNERS FINANCIAL SERVICES; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 6/2020; APX NUMBER OF HOURS PER WEEK: 4; APX NUMBER OF HOURS DURING TRADING HOURS: 4; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES, LONG TERM CARE AND PROPERTY CASUALTY; (2) NAME OF OTHER BUSINESS: GARY AND KATHLEEN BEVERIDGE RENTAL PROPERTIES INVESTMENT RELATED: NO ADDRESS: MULTIPLE LOCATIONS NATURE OF BUSINESS: RENTAL PROPERTY POSITION/TITLE/RELATIONSHIP: OWNER START DATE: 2000, 2016 APX NUMBER OF HOURS PER WEEK: 0-1 APX NUMBER OF HOURS DURING TRADING HOURS: 0-1 BRIEF DESCRIPTION OF DUTIES: PROPERTY MANAGER FOR RENTAL PROPERTY, OWNER OF RENTAL PROPERTY (3) NAME OF OTHER BUSINESS: BEVERIDGE INSURANCE AGENCY INC. /DBA BEVERIDGE AND ASSOCIATES INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED ADDRESS NATURE OF BUSINESS: NO LONGER AN OPERATING COMPANY; THE ENTITY REMAINS ACTIVE FOR TAX AND RECORDKEEPING PURPOSES POSITION/TITLE/RELATIONSHIP: OWNER, PRESIDENT, AND AGENT START DATE: 4/1974 APX NUMBER OF HOURS PER WEEK: 0-1 APX NUMBER OF HOURS DURING TRADING HOURS: 0-1 BRIEF DESCRIPTION OF DUTIES: OWNER, PRESIDENT, AND AGENT (4) NAME OF OTHER BUSINESS: ORIEN I COMPANY HOLDINGS, INC. & ORIEN II COMPANY HOLDINGS, INC. INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED ADDRESS NATURE OF BUSINESS: NON-OPERATING COMPANIES. USED TO HOLD LEGACY INVESTMENTS AND RECEIVE CONTRACTUAL EARNOUTS AND REDEMPTIONS. POSITION/TITLE/RELATIONSHIP: PRESIDENT & SHAREHOLDER START DATE: 06/2019 APX NUMBER OF HOURS PER WEEK: 0-1 APX NUMBER OF HOURS DURING TRADING HOURS: 0-1 BRIEF DESCRIPTION OF DUTIES: MINIMAL RECORDKEEPING (5). NAME OF OTHER BUSINESS: COMMONWEALTH OF VA-DEPT. OF PROFESSIONAL & OCCUPATIONAL REGULATION, INVESTMENT RELATED: NO, ADDRESS: 9960 MARYLAND DRIVE, SUITE 400, RICHMOND, VA, 23233, NATURE OF BUSINESS: WORKGROUP, START DATE: 06/2022, POSITION/TITLE/RELATIONSHIP: MEMBER, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: REPRESENTATIVE OF THE INSURANCE BUSINESS TO PROVIDE PROFESSIONAL ADVICE AND INPUT;
CRS (Client Relationship Summary) - RIA
Click below to view Gary Lee Beveridge's 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®
NoneExperience
Current
May 1, 2024 - Present
EXETER FINANCIAL, LLC
Office #2: 2772 Electric Rd. Suite 3, Roanoke, VA 24018RIA
CRD#: 143420
The Villages, FL
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.Highlighted states indicate IAR registrations
IAR
Florida(5/15/2024)
IAR
Virginia(5/1/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
Principal/Supervisory Exam
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)Upgrade to AdvisorCheck Premium
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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)
Regulatory assets under management
| Total Number of Accounts | 631 |
| AUM (Assets Under Management) | $ 366,250,324 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
