Darian
Billingsley

Financial Symmetry Inc

CRD#7262521
Investment Advisor
in Raleigh, NC

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About this Advisor

Darian Billingsley is a certified financial planner operating out of Raleigh, North Carolina who has 3 years of relevant experience. Billingsley is on the advisory team at Financial Symmetry Inc. Throughout their career, Billingsley has worked at Nc State University, Pier 1 Imports, Financial Symmetry, Inc and North Mecklenburg High School. Billingsley is approved to advise clients in North Carolina. Financial Symmetry Inc is an advisory company that has its headquarters in Raleigh, NC. It oversees $808 million in total assets among its 4,193 client accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm provides services to one charitable organizations. Of its 4,193 accounts, 45% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Financial Symmetry Inc has a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors are based on the type of financial services. However, fees charged by Financial Symmetry Inc likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5438 Wade Park Blvd Suite 310
Raleigh, NC 27607

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Financial Symmetry Inc Brokerage Details

Total Assets Under Management

$807,615,757

NC Average: $3,625,019,099
Total Number of Employees

27

NC Average: 22
Total Number of Accounts

4,193

NC Average: 1,917
Average Account Size

$192,610

NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Darian Billingsley Work History

Darian has been registered as a financial advisor for 3 years.*

2016 - Present (8 years)

Financial Symmetry, Inc

2015 - 2016 (1 year)

Pier 1 Imports

2013 - 2016 (3 years)

Nc State University

2012 - 2013 (1 year)

North Mecklenburg High School

*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 Darian Billingsley 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

Michael Eklund
Raleigh, NC
Darian Billingsley
Raleigh, NC
Haley Modlin
Raleigh, NC
Colton Tickle
Raleigh, NC
Cameron Hendricks
Raleigh, NC
Grace Kvantas
Raleigh, NC
Christian Polanco
Raleigh, NC
Grayson Blazek
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.

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