Gary Beveridge
Gary Beveridge is a registered investment advisor at M Holdings Securities, INC., based in The Villages, FL, with 42 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 3,621 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
M Holdings Securities offers various investment management programs with different fee structures. Some programs have wrap fees that cover advisory, brokerage, and custodial services in one fee. Other programs charge advisory fees separately from brokerage and other costs. Fees are negotiable with your financial professional and vary depending on the program chosen and the amount of assets managed. The maximum fee for WealthPursuit Wrap Fee Programs is limited to 3%. MPP Wrap Program fees will not exceed 1.36% for accounts with at least $150,000 in assets. WealthPursuit Prime fees are limited to a maximum rate of 3%.
Location
The Villages, FL
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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.