Financial Symmetry Inc. Information
Contact top employees from
Financial Symmetry Inc.
Summary
Financial Symmetry Inc. is a private company that has been in the industry for 24 years. The company currently specializes in the Financial Services area. Its headquarters is located at Raleigh, North Carolina, USA. The number of employees ranges from 100 to 250. The annual revenue of Financial Symmetry Inc. varies between 5.0M and 25M. To connect with Financial Symmetry Inc. employee register on SignalHire.
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Specialties
Fee-only Financial Planning, Investment Management, Wealth Management
SIC Code
6199
DMA Code
Research Triangle
Founded
2001
Estimated Annual Revenue
$5.0M - 25M
Contact Financial Symmetry Inc.
Organization Website
Social Links
Phone Number
9198518200
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Financial Symmetry Inc. shows a diverse range of experience levels:
3% have been with the company for less than 1 year12% for 1–2 years15% for 3–4 years26% for 5–7 years9% for 8–10 years35% have over 11 years of service at Financial Symmetry Inc.Ex-employees positions
In Company
In New Company
Contact top employees from
Financial Symmetry Inc.
Mina Akita
Tax Specialist and Planner
Darian Billingsley
Fee-Only Fiduciary Financial Advisor
Allison Berger
Certified Financial Planner
Mike Eklund
Financial Advisor
Angela Keeley
Client Service Manager
Grayson Blazek
Certified Financial Planner
Heather Gudac
Chief Operating Officer
Haley Modlin
Fee-Only Financial Advisor
Colton Tickle
Portfolio Manager
Garrick King
Fee-Only Fiduciary Financial Advisor
Cameron Hendricks
Certified Financial Planner
Clare McGurk
Administrative Assistant
Chad Smith
Financial Advisor
Grace Kvantas
Financial Planner & Partner
Christian Polanco
Fee-Only Fiduciary Financial Advisor
Emma Turner
Senior Client Service Associate
Niamh Douglas
Fee-Only Financial Advisor
Meredith Keel
Portfolio Accounting Manager
Garrison Weaver
Client Services Associate
Richelle Morats
Software Development Manager
Matthew Schulman
Tax Planning Associate
Ella Brotherton
Client Service Associate
Martika Childs
Administrative Assistant
Huy Truong
Wealth Management Intern
Riley Davison
Client Service Associate
Avery Wade
Wealth Management Intern
Molly Kaminski
Client Service Associate
Will Rathburn
Operations Associate
Samantha Knighton
Senior Client Service Associate
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FAQ
Financial Symmetry Inc. operates in the Financial Services industries. More details can be found on the official website: FinancialSymmetry.com.
The headquarters of Financial Symmetry Inc. are located in Raleigh, United States.
You can contact Financial Symmetry Inc. by phone at 9198518200.
Financial Symmetry Inc. currently employs 10-50 people.
Financial Symmetry Inc.'s revenue is approximately 22.7M.
