Financial Symmetry Inc.

Financial Symmetry Inc. (CRD# 118443) is a financial advisory firm headquartered in Raleigh, NC. They manage $1,004,433,560 in 4,599 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
5438 Wade Park Blvd, Suite 310, Raleigh, NC 27607
https://www.financialsymmetry.com
By the Numbers
  • Total Assets Under Management
    1,004
    MILLION
  • Total Number of Accounts
    4,599
    ACCOUNTS
  • Average Account Value
    $218,403
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, MD, NC, NH, PA, SC, TX, VA

Financial Advisors at Financial Symmetry Inc.
Showing 11 - 14 of 14 top financial advisors.
11
Garrick King, financial advisor Raleigh NC
Garrick M. King
CRD#: 7593077
5438 Wade Park Blvd, Suite 310, Raleigh, NC 27607

Garrick King (CRD# 7593077) is an Investment Advisor Representative working at Financial Symmetry Inc. in Raleigh, NC and has 1 year of experience in the finance industry.

12
Haley Modlin, financial advisor Raleigh NC
Haley J. Modlin
CRD#: 7212588
5438 Wade Park Blvd, Suite 310, Raleigh, NC 27607

Haley Modlin (CRD# 7212588) is an Investment Advisor Representative working at Financial Symmetry Inc. in Raleigh, NC and has 1 year of experience in the finance industry.

13
Christian Polanco, financial advisor Raleigh NC
Christian A. Polanco
CRD#: 7030745
5438 Wade Park Blvd, Suite 310, Raleigh, NC 27607

Christian Polanco (CRD# 7030745) is an Investment Advisor Representative working at Financial Symmetry Inc. in Raleigh, NC and has 1 year of experience in the finance industry.

14
Colton Tickle, financial advisor Raleigh NC
Colton M. Tickle
CRD#: 7262547
5438 Wade Park Blvd, Suite 310, Raleigh, NC 27607

Colton Tickle (CRD# 7262547) is an Investment Advisor Representative working at Financial Symmetry Inc. in Raleigh, NC and has over 3 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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