Gary Beveridge
Gary Beveridge is a registered investment advisor at M Holdings Securities, INC., based in The Villages, FL, with 43 years of industry experience. Gary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 4,513 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.30% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.10% |
| $10M+ | 1.05% |
Schedule reflects maximum M Wealth customized sub-advisory fees. Other advisory programs negotiate fees up to a maximum of 3%.
Fee Estimator
Location
The Villages, FL
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gary sells fixed insurance products including life, health, disability, annuities, long term care, and property casualty insurance. He also owns rental properties and is involved with multiple insurance-related businesses, including Beveridge Insurance Agency Inc., Partners Financial Services, and Partners Wealth & Risk Management, dedicating a significant portion of his time to these ventures.
Employment History
Current Registrations
M Holdings Securities, INC.Broker
Exeter Financial, LLC
Previous Registrations
Vicus Capital, INC.
Cetera Advisor Networks LLCBroker
Nationwide Securities, LLC
Nationwide Securities, LLCBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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