Unclaimed Profile

William Douglas Holt

FINANCIAL SYMMETRY INCORPORATED·RALEIGH, North Carolina

Series 7, Series 63, Series 65Clean record24 years registeredFINANCIAL 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 · 24 years registered

Brand Profile

Not yet started

Career History

FINANCIAL SYMMETRY INC.

Jan 2017 – present

JEFFERSON PILOT SECURITIES CORP

Dec 2001 – Apr 2006

RALEIGH, NC

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · December 31, 2001

Years registered · 24

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 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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