Unclaimed Profile

Haley Jo Modlin

FINANCIAL SYMMETRY INCORPORATED·RALEIGH, North Carolina

Clean record6 years registeredFINANCIAL SYMMETRY INCORPORATED

5438 WADE PARK BLVD, RALEIGH, NC 27607CRD# 7212588Firm CRD# 118443

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Haley Jo Modlin · RALEIGH, NC

Registration

CRD #7212588 · FINANCIAL SYMMETRY INCORPORATED · 6 years registered

Brand Profile

Not yet started

Career History

FINANCIAL SYMMETRY INC.

Jan 2020 – present

Registrations & Exams

Registration record

First registered · January 1, 2020

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FINANCIAL SYMMETRY INCORPORATED

CRD 118443 · SEC 801-62698

AUM

$1.0B

Regulatory assets under management

Employees

4,599 client accounts

Services offered by FINANCIAL SYMMETRY INCORPORATED

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FINANCIAL SYMMETRY INCORPORATED →

Introduction

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Frequently Asked Questions

What services does Haley Jo Modlin offer?

Haley Jo Modlin specializes in Financial Planning, Investment Management. Contact their office in RALEIGH, North Carolina for a consultation.

What are Haley Jo Modlin's credentials?

Haley Jo Modlin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Haley Jo Modlin located?

Haley Jo Modlin 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 Haley Jo Modlin charge for services?

Haley Jo Modlin'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.

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