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 5 states (or territories).

Current Firm Details
7001 N. Scottsdale Road, Suite 1055, Scottsdale, AZ 85253
http://www.exeterfinancial.com/
By the Numbers
  • Total Assets Under Management
    334
    MILLION
  • Total Number of Accounts
    587
    ACCOUNTS
  • Average Account Value
    $569,539
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, OR, TX, WA

Financial Advisors at Exeter Financial, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Kurt Gusinde, financial advisor Scottsdale AZ
Kurt N. Gusinde
CRD#: 874199
7001 N. Scottsdale Road, Suite 1055, Scottsdale, AZ 85253

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.

2
Stephen Harrison, financial advisor Scottsdale AZ
Stephen L. Harrison
CRD#: 2236475
7001 N. Scottsdale Road, Suite 1055, Scottsdale, AZ 85253

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.

3
Peter Helms, financial advisor Scottsdale AZ
Peter W. Helms
CRD#: 3048228
7001 N. Scottsdale Road, Suite 1055, Scottsdale, AZ 85253

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.

4
Christopher Klein, financial advisor Scottsdale AZ
Christopher P. Klein
CRD#: 5847156
7001 N. Scottsdale Road, Suite 1055, Scottsdale, AZ 85253

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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