Unclaimed Profile

William Elbert Stanley

FUND DIRECT ADVISORS INC.·GREENSBORO, North Carolina

SIE, Series 6, Series 63, Series 65Clean record25 years registeredFUND DIRECT ADVISORS INC.

7800 MCCLOUD ROAD, GREENSBORO, NC 27409CRD# 4363275Firm CRD# 155363

Profile Verification

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

Identity

William Elbert Stanley · GREENSBORO, NC

Registration

CRD #4363275 · FUND DIRECT ADVISORS INC. · 25 years registered

Brand Profile

Not yet started

Career History

FUND DIRECT ADVISORS INC.

Jan 2020 – present

INTERCAROLINA FINANCIAL SERVICES, INC.

Mar 2001 – present

FUND DIRECT ADVISORS INC.

Jan 2014 – Dec 2019

GREENSBORO, NC

FUND DIRECT ADVISORS INC.

Nov 2011 – Dec 2013

GREENSBORO, NC

INTERCAROLINA FINANCIAL SERVICES, INC.

Oct 2011 – Nov 2011

GREENSBORO, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Series 65

Registration record

First registered · March 16, 2001

Years registered · 25

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

Speak with William

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if William is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in GREENSBORO?

Browse all registered financial advisors in GREENSBORO, North Carolina or claim this profile if it's yours.

Browse GREENSBORO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does William Elbert Stanley offer?

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

What are William Elbert Stanley's credentials?

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

Where is William Elbert Stanley located?

William Elbert 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 William Elbert Stanley charge for services?

William Elbert 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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →