William Alexander Ramsay III
Investment Adviser Representative at FINANCIAL SYMMETRY INC.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
William Alexander Ramsay has worked in the securities industry since 2017. They have passed the Series 65, 63, 26, 7, and 6 examinations. They are registered to provide investment advisory services in North Carolina and Texas.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 0.85% |
| $1,000,000 to $2,000,000 | 0.70% |
| $2,000,000 to $3,000,000 | 0.55% |
| $3,000,000 and up | 0.40% |
Financial Symmetry Inc. Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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