William Alexander Ramsay

Current Employers

Financial Symmetry Inc.

5438 Wade Park Blvd Suite 310, Raleigh, NC 27607 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-11-12
NC	RA	APPROVED	2017-01-12

TX RA
APPROVED_RES

Since 2024-11-12
NC RA
APPROVED

Since 2017-01-12

Branch Locations

5438 Wade Park Blvd Suite 310, Raleigh, NC 27607 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Financial Symmetry Inc	Raleigh	NC	06/2001	Present

06/2001 → Present

Financial Symmetry Inc

Raleigh, NC

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1992-09-29
S63	Uniform Securities Agent State Law Examination	1985-06-27

S65 Uniform Investment Adviser Law Examination

1992-09-29
S63 Uniform Securities Agent State Law Examination

1985-06-27

Designations

Other Names

Bill Ramsay
William Alexander Iii Ramsay
Bill Ramsay

View on SEC IAPD

Current Employers

Financial Symmetry Inc.

Disclosures

Employment History

Exams

Designations

Other Names

Other Firms

Other Investors

Other Offices

Reviews