AdvisorOS Directory
Claim Profile
Unclaimed Profile
AK

Angela Rose Keeley-White

FINANCIAL SYMMETRY INCORPORATED·RALEIGH, North Carolina
Clean recordFINANCIAL SYMMETRY INCORPORATED
5438 WADE PARK BLVD, RALEIGH, NC 27607CRD# 7721002Firm CRD# 118443

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Angela Rose Keeley-White · RALEIGH, NC
Registration
CRD #7721002 · FINANCIAL SYMMETRY INCORPORATED
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Angela Rose Keeley-White is a registered financial advisor based in RALEIGH, North Carolina, affiliated with FINANCIAL SYMMETRY INCORPORATED. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Angela

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Angela is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
FINANCIAL SYMMETRY INCORPORATED
FINANCIAL SYMMETRY INC.
AUM
$1.0B
Regulatory assets under management
Employees
29
Total firm employees
View all advisors at FINANCIAL SYMMETRY INCORPORATED →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7721002
Firm CRD# 118443
View on FINRA BrokerCheck →

Looking for a financial advisor in RALEIGH?

Browse all registered financial advisors in RALEIGH, North Carolina or claim this profile if it's yours.

Browse RALEIGH AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Angela Rose Keeley-White offer?
Angela Rose Keeley-White specializes in Financial Planning, Investment Management. Contact their office in RALEIGH, North Carolina for a consultation.
What are Angela Rose Keeley-White's credentials?
Angela Rose Keeley-White is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Angela Rose Keeley-White located?
Angela Rose Keeley-White is based in RALEIGH, North Carolina, working with FINANCIAL SYMMETRY INCORPORATED. Their office serves clients in the RALEIGH metropolitan area and surrounding communities.
How does Angela Rose Keeley-White charge for services?
Angela Rose Keeley-White's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL SYMMETRY INCORPORATED?
FINANCIAL SYMMETRY INCORPORATED has approximately 29 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at FINANCIAL SYMMETRY INCORPORATED

Colton Morgan Tickle
RALEIGH, NC
Allison Marie Berger
RALEIGH, NC
Michael Barry Eklund
RALEIGH, NC
Micheal C Smith
RALEIGH, NC
Cameron Hill Hendricks
RALEIGH, NC
Darian Chantel Billingsley
RALEIGH, NC

More Advisors in RALEIGH, North Carolina

John Frederick Nash
MID-ATLANTIC SECURITIES, INC.·RALEIGH, NC
Brian Patrick Storey
FIRST CITIZENS ASSET MANAGEMENT, INC·RALEIGH, NC
Robert A Miller
CAPFINANCIAL PARTNERS, LLC·RALEIGH, NC
Scott Aaron Syphers
BROAD REACH CAPITAL LLC·RALEIGH, NC
Ana R Carter
FORTRESS PRIVATE LEDGER, LLC·RALEIGH, NC
Janice Regi Wrenn
WRENN FINANCIAL STRATEGIES, INC.·RALEIGH, NC

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
CHARLOTTE (678)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)WINSTON-SALEM (76)WILMINGTON (48)CARY (30)CORNELIUS (23)MATTHEWS (19)
City Guides
CHARLOTTE GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
Request removal of this profile