WH
William Holt
from Financial Symmetry Inc.
William Holt is a financial advisor based in North Carolina, Raleigh,
with 25 years of experience. William currently works for
Financial Symmetry Inc..
William maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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William Holt works at Financial Symmetry Inc.
Financial Symmetry Inc. is a financial advisory firm based in Raleigh, North Carolina. It currently has approximately $429,458,004 of assets under management and employs about 27 people. Financial Symmetry Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
4 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
5438 Wade Park Blvd, Suite 310, Raleigh, North Carolina, 27607
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