William "Bill" Exeter

Chief Executive Officer at Exeter 1031 Exchange Services, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
San Diego, California, United States, US
Languages
  • English -

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5.0

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Michael Kole-Financial Strategist

I have known Bill Exeter for over 15 years. I highly recommend him as a Qualified Accommodator to handle 1031 Exchanges locally and nationally. He is well known and well respected for his knowledge and experience in managing the complexities of compliance with IRS rules and regulations governing 1031 Exchanges. Bill is professional problem solver and a joy to work with no matter how complex the transaction.

Brenda Burnett

I have worked with Bill for over a decade. He has worked on extremely difficult exchanges with me and his knowledge put the client and myself at ease. He is a pleasure to work with and I recommend him and Exeter Exchange to anyone who needs guidance on a complicated transaction.

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Credentials

  • BBB Better Business Bureau Accredited
    Better Business Bureau serving Northern Colorado & Wyoming
    Dec, 2019
    - Nov, 2024
  • BBB Better Business Bureau Accredited
    Better Business Bureau of San Diego
    Jan, 2013
    - Nov, 2024
  • Certified Securities Operations Professional (CSOP)
    Cannon Financial Institute
    May, 1994
    - Nov, 2024

Experience

  • Exeter 1031 Exchange Services, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Chief Executive Officer
      • Nov 2005 - Present

      Exeter 1031 Exchange Services, LLC is one of the few Qualified Intermediaries that has any kind of government or regulatory oversight. Exeter 1031 Exchange Services, LLC delivers a better, safer, and more secure 1031 Exchange experience by depositing, holding and safeguarding clients' 1031 Exchange funds in separate, segregated Qualified Trust Accounts through Exeter Trust Company, Cheyenne, Wyoming. Exeter Trust Company, Cheyenne, Wyoming, is licensed, regulated and audited by the Wyoming Division of Banking and is required to maintain significant levels of insurance, bonding and minimum equity capital. Government oversight is critical to maintain the safety and soundness of the Qualified Intermediary. Exeter 1031 Exchange is a leading national Qualified Intermediary that administers all types of 1031 Exchanges, including Forward, Reverse and Improvement 1031 Exchanges, in all 50 states. Exeter 1031 Exchange is also one of the few Qualified Intermediaries that administers foreign property exchanges. We have the answers you are looking for. Go Ahead, ASK! Show less

  • Exeter Trust Company, Cheyenne, Wyoming
    • United States
    • Banking
    • 1 - 100 Employee
    • Chief Executive Officer
      • Mar 2019 - Present

      Exeter Trust Company is licensed, regulated and audited by the Wyoming Division of Banking as a non-depository trust company. Exeter Trust Company is headquartered in Cheyenne, Wyoming. Exeter Trust Company serves as Trustee for Qualified Trust Accounts. Clients' 1031 Exchange funds are deposited, held and safeguarded in separate, segregated Qualified Trust Accounts through Exeter Trust Company. Exeter Trust Company also serves as IRA Custodian for Self-Directed Traditional IRAs, Roth IRAs, SEP-IRAs, SIMPLE IRAs, Individual 401(k) Plans or Solo 401(k) Plans for investors that want to invest their Self-Directed IRA in non-traditional (often referred to as alternative investments) such as real estate and real estate related assets such as deeds of trust, mortgages, tax lien certificates, private equity, private corporations, limited partnerships, LLCs, and more. Although Exeter Trust Company specializes in real estate related investments it administers most asset classes. In addition, Exeter Trust Company serves as Directed Trustee for Title Holding Trusts (Land Trusts) for clients that want to acquire and hold real estate in a confidential and private manner, as Escrow Agent for Specialty Holding Escrows when title insurance companies and escrow companies are not permitted to administer specialty escrows, and as Custodian for general custody accounts. Show less

  • Exeter Asset Services Corporation
    • Cheyenne, Wyoming, United States
    • Chief Executive Officer
      • Feb 2019 - Present

      Exeter Asset Services Corporation serves as an Exchange Accommodation Titleholder for Reverse 1031 Exchange and Improvement (Construction or Build-To-Suit) 1031 Exchanges. Exeter Asset Services Corporation serves as an Exchange Accommodation Titleholder for Reverse 1031 Exchange and Improvement (Construction or Build-To-Suit) 1031 Exchanges.

  • Exeter Management Corporation
    • Cheyenne, Wyoming
    • Chief Executive Officer
      • Nov 2005 - Present

      Exeter Management Corporation (formerly Exeter Exchange Management Corporation) was founded in 2005 and serves as the LLC Manager for the various limited liability companies within The Exeter Group of Companies and provides various consulting, advisory and investment services for clients, including expert witness review, deposition and trial testimony for 1031 Exchanges, Self-Directed IRAs and Individual 401(k) Plans, and Title Holding Trusts (Land Trusts). Exeter Management Corporation (formerly Exeter Exchange Management Corporation) was founded in 2005 and serves as the LLC Manager for the various limited liability companies within The Exeter Group of Companies and provides various consulting, advisory and investment services for clients, including expert witness review, deposition and trial testimony for 1031 Exchanges, Self-Directed IRAs and Individual 401(k) Plans, and Title Holding Trusts (Land Trusts).

  • The Exeter Group, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Chief Executive Officer
      • Jun 2004 - Present

      The Exeter Group, LLC was formed in 2004 for the purpose of establishing, owning and managing various operating companies. The Exeter Group, LLC has formed and currently owns Exeter 1031 Exchange Services, LLC, Exeter Trust Company, and Exeter Asset Services Corporation. The Exeter Group, LLC was formed in 2004 for the purpose of establishing, owning and managing various operating companies. The Exeter Group, LLC has formed and currently owns Exeter 1031 Exchange Services, LLC, Exeter Trust Company, and Exeter Asset Services Corporation.

  • Diversified Exchange Corporation
    • San Diego, California, United States
    • President, Chief Executive Officer and Chief Financial Officer
      • May 2002 - Feb 2006

      Diversified Exchange Corporation is a national qualified intermediary for 1031 exchange transactions. Diversified Exchange Corporation is a national qualified intermediary for 1031 exchange transactions.

  • Chicago Deferred Exchange Corporation of California
    • San Diego, California, United States
    • Executive Vice President, Chief Operating Officer and Chief Financial Officer
      • Aug 1989 - Jan 2002

      Chicago Deferred Exchange Corporation of California was a subsidiary of The Chicago Trust Company of California and served as a national qualified intermediary for 1031 Exchange transactions. Chicago Deferred Exchange Corporation of California was a subsidiary of The Chicago Trust Company of California and served as a national qualified intermediary for 1031 Exchange transactions.

  • The Chicago Trust Company of California (formerly Security Trust Company)
    • San Diego, California, United States
    • Executive Vice President, Chief Operating Officer and Chief Financial Officer
      • Aug 1989 - Jan 2002

      The Chicago Trust Company of California was an independent trust company licensed by the California Department of Financial Institutions to conduct a trust, agency, custody and investment management business, including tax-deferred like-kind exchange services. The Chicago Trust Company of California was an independent trust company licensed by the California Department of Financial Institutions to conduct a trust, agency, custody and investment management business, including tax-deferred like-kind exchange services.

  • Central Exchange Corporation
    • Vice President and Chief Financial Officer
      • 1986 - 1988

      Central Exchange Corporation was one of the early pioneers in the 1031 Exchange Qualified Intermediary industry and a subsidiary of OneCentral Bank. Responsible for financial, fiduciary and regulatory accounting and reporting, cash and investment management, and some sales. Central Exchange Corporation was one of the early pioneers in the 1031 Exchange Qualified Intermediary industry and a subsidiary of OneCentral Bank. Responsible for financial, fiduciary and regulatory accounting and reporting, cash and investment management, and some sales.

  • OneCentral Bank
    • Assistant Vice President and Controller
      • 1981 - 1986

      OneCentral Bank was a California state chartered commercial bank specializing on businesses, professionals and high net worth individuals. Responsible for financial, fiduciary and regulatory accounting and reporting, cash and investment management, budgeting and forecasting, accounts payable, accounts receivable, fixed assets, for the commercial bank's operations and its wholly-owned subsidiaries. OneCentral Bank was a California state chartered commercial bank specializing on businesses, professionals and high net worth individuals. Responsible for financial, fiduciary and regulatory accounting and reporting, cash and investment management, budgeting and forecasting, accounts payable, accounts receivable, fixed assets, for the commercial bank's operations and its wholly-owned subsidiaries.

Education

  • California State University, Los Angeles
    Bachelors of Science, Accounting
    1985 - 1989
  • Pasadena City College
    1980 - 1984
  • Arcadia High School
    High School Diploma, General Studies, Accounting
    1978 - 1980

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