Unclaimed Profile

William Douglas Holt

FINANCIAL SYMMETRY INCORPORATED·RALEIGH, North Carolina

Clean recordFINANCIAL SYMMETRY INCORPORATED

5438 WADE PARK BLVD, RALEIGH, NC 27607CRD# 4024019Firm CRD# 118443

Profile Verification

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

Identity

William Douglas Holt · RALEIGH, NC

Registration

CRD #4024019 · FINANCIAL SYMMETRY INCORPORATED

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William Douglas Holt 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

FINANCIAL SYMMETRY INCORPORATED

FINANCIAL SYMMETRY INC.

AUM

$1.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at FINANCIAL SYMMETRY INCORPORATED →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4024019

Firm CRD# 118443

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William Douglas Holt offer?

William Douglas Holt specializes in Financial Planning, Investment Management. Contact their office in RALEIGH, North Carolina for a consultation.

What are William Douglas Holt's credentials?

William Douglas Holt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Douglas Holt located?

William Douglas Holt 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 William Douglas Holt charge for services?

William Douglas Holt'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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