Christian
Polanco
Financial Symmetry Inc
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About this Advisor
Christian Polanco is a certified financial planner operating out of Raleigh, North Carolina with a total of 1 year of relevant experience. Polanco is an employee of Financial Symmetry Inc. Throughout their career, Polanco has worked at Financial Symmetry Inc, Wells Fargo Bank, Buffalo Wild Wings, Ymca Of South Hampton Roads and Virginia Polytechnic Institute And State University. Polanco is registered to serve investors in North Carolina. Financial Symmetry Inc is a firm operating out of Raleigh, NC. It manages $808 million in total assets across its 4,193 customer accounts, making it one of the larger investment advisory firms in the country by assets under management. The firm serves one charitable organizations. Of its 4,193 customer accounts, 45% belong to high-net-worth individuals who have at least $1 million in investable assets. Financial Symmetry Inc has a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fee types billed by Financial Symmetry Inc most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial Symmetry Inc Brokerage Details
$807,615,757
27
4,193
$192,610
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Christian Polanco Work History
Christian has been registered as a financial advisor for 1 years.*
Financial Symmetry Inc
Wells Fargo Bank
Buffalo Wild Wings
Ymca Of South Hampton Roads
Virginia Polytechnic Institute And State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christian Polanco to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Financial Symmetry Inc
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
