Exeter Trust Corp

Exeter Trust Corp (CRD# 106556) is a financial advisory firm headquartered in Cabin John, MD. They manage $22,000,000 in 180 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    180
    ACCOUNTS
  • Average Account Value
    $122,222
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MD

Financial Advisors at Exeter Trust Corp
Showing 1 - 1 of 1 top financial advisors.
1
Gerald P. Price
CRD#: 1530776
7945 Macarthur Blvd., Suite 218, Cabin John, MD 20818
93
Wealthminder
score

Gerald Price (CRD# 1530776) is an Investment Advisor Representative working at Exeter Trust Corp in Cabin John, MD and has over 29 years of experience in the finance industry.

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