EXETER FINANCIAL, LLC

SCOTTSDALE, Arizona·9 registered advisors·CRD# 143420
SEC# 801-677191480-588-0830
01

Firm Overview

AUM
$334M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at EXETER FINANCIAL, LLC

9 registered advisors
Anton Rosandic
SCOTTSDALE, Arizona
Boris Michael Gutin
SCOTTSDALE, Arizona
Brad & Leanne (joint Tenants) Marshall-Inman
SCOTTSDALE, Arizona
Curtis Barton
SCOTTSDALE, Arizona
Megvarran Lalsa
SCOTTSDALE, Arizona
Peter Westover Helms
SCOTTSDALE, Arizona
Robert Henry Niehaus
SCOTTSDALE, Arizona
Stephen Charles Mathews
SCOTTSDALE, Arizona
Stephen Leon Harrison
SCOTTSDALE, Arizona
05

Office Locations

SCOTTSDALE, Arizona
9 advisors

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Data sourced from SEC Form ADV filings. EXETER FINANCIAL, LLC (CRD# 143420) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.