Unclaimed Profile

Charles Christopher Stanley

FUND DIRECT ADVISORS INC.·GREENSBORO, North Carolina

SIE, Series 6, Series 63, Series 65Clean record23 years registeredFUND DIRECT ADVISORS INC.

7800 MCCLOUD ROAD, GREENSBORO, NC 27409CRD# 4433794Firm CRD# 155363

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Charles Christopher Stanley · GREENSBORO, NC

Registration

CRD #4433794 · FUND DIRECT ADVISORS INC. · 23 years registered

Brand Profile

Not yet started

Career History

FUND DIRECT ADVISORS INC.

Jan 2020 – present

INTERCAROLINA FINANCIAL SERVICES, INC.

Aug 2004 – present

FUND DIRECT ADVISORS INC.

Nov 2011 – Dec 2019

GREENSBORO, NC

INTERCAROLINA FINANCIAL SERVICES, INC.

Jan 2005 – Oct 2010

GREENSBORO, NC

BB&T ASSET MANAGEMENT, INC.

Jan 2003 – Oct 2003

RALEIGH, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Series 65

Registration record

First registered · January 22, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FUND DIRECT ADVISORS INC.

CRD 155363 · SEC 801-77794

AUM

$524M

Regulatory assets under management

Employees

345 client accounts

Services offered by FUND DIRECT ADVISORS INC.

Per Form ADV

Financial planning

Other

Client types served by the firm

Per Form ADV

High Net Worth Individuals

View all advisors at FUND DIRECT ADVISORS INC. →

Introduction

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Frequently Asked Questions

What services does Charles Christopher Stanley offer?

Charles Christopher Stanley specializes in Financial Planning, Fee-Only Advisory. Contact their office in GREENSBORO, North Carolina for a consultation.

What are Charles Christopher Stanley's credentials?

Charles Christopher Stanley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Christopher Stanley located?

Charles Christopher Stanley is based in GREENSBORO, North Carolina, working with FUND DIRECT ADVISORS INC.. Their office serves clients in the GREENSBORO metropolitan area and surrounding communities.

How does Charles Christopher Stanley charge for services?

Charles Christopher Stanley's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FUND DIRECT ADVISORS INC.?

FUND DIRECT ADVISORS INC. has approximately 5 employees and manages $524M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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