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William Elbert Stanley Jr.

FUND DIRECT ADVISORS INC.·GREENSBORO, North Carolina
SIE, Series 1, Series 6, Series 63Clean recordFUND DIRECT ADVISORS INC.
7800 MCCLOUD ROAD, GREENSBORO, NC 27409CRD# 433669Firm CRD# 155363

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Elbert Stanley Jr. · GREENSBORO, NC
Registration
CRD #433669 · FUND DIRECT ADVISORS INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 1
Series 6
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
FUND DIRECT ADVISORS INC.
CRD 155363 · SEC 801-77794
AUM
$524M
Regulatory assets under management
Employees
5
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. →
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Frequently Asked Questions

What services does William Elbert Stanley Jr. offer?
William Elbert Stanley Jr. specializes in Financial Planning, Fee-Only Advisory. Contact their office in GREENSBORO, North Carolina for a consultation.
What are William Elbert Stanley Jr.'s credentials?
William Elbert Stanley Jr. is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Elbert Stanley Jr. located?
William Elbert Stanley Jr. 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 Jr. charge for services?
William Elbert Stanley Jr.'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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Other Advisors at FUND DIRECT ADVISORS INC.

Charles Christopher Stanley
GREENSBORO, NC
William Elbert Stanley
GREENSBORO, NC

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Research
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