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EXETER FINANCIAL, LLC

SCOTTSDALE, AZ · CRD 143420 · IAPD ↗ · exeterfinancial.com · 480-588-0830

$420.2MRegulatory AUM
4Advisory reps
6Employees
0Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
May 2024 — EXETER FINANCIAL, LLC notice-filed in FL, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — EXETER FINANCIAL, LLC notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.