Exeter Financial LLC
Legal Name: EXETER FINANCIAL, LLC
Full Contact Details
Exeter Financial LLC
7001 N. SCOTTSDALE ROAD, SUITE 1055, SCOTTSDALE, AZ
480-588-0830
480-991-3168
Other Info
Exeter Financial LLC, also known as EXETER FINANCIAL, LLC, is a limited liability company located in Arizona with four employees in advisory roles. The firm serves five clients and holds an "Approved" status by the U.S. Securities and Exchange Commission, with a registration date of April 5, 2007.
Exeter Financial – Wealth Management
Skip to content HOMEOUR FIRMCLIENT SERVICESTHE EXETER DIFFERENCECONTACT US Achieve What'sImportant to You Managing your assets is about more than money. It’s about empowering your future, your aspirations, your passions, and your investment in the things you love most in life. Exeter Financialadmi…
Direct Owners
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BRAD LEANNE MARSHALL-INMAN
MEMBER(PASSIVE) owns more than 5% but less than 10%
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PETER WESTOVER HELMS
CO-MANAGING MEMBER owns more than 25% but less than 50%
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STEPHEN LEON HARRISON
CO-MANAGING MEMBER/CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%
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