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William Douglas Holt

PrincipalFinancial Symmetry IncorporatedCRD 4024019

About William Douglas Holt

William Douglas Holt is listed as Principal at Financial Symmetry Incorporated in Raleigh, NC. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of Financial Symmetry Incorporated
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does William Douglas Holt work?

William Douglas Holt is listed as Principal at Financial Symmetry Incorporated on SEC Form ADV.

How much of Financial Symmetry Incorporated does William Douglas Holt own?

Form ADV reports a beneficial ownership band of 10-25%.

Financial Symmetry Incorporated

TitlePrincipal
Ownership10-25%
Control personYes
Since2009
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