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William Elbert Stanley Jr.

FUND DIRECT ADVISORS INC.·GREENSBORO, North Carolina
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7800 MCCLOUD ROAD, GREENSBORO, NC 27409CRD# 433669Firm CRD# 155363
01

About

William Elbert Stanley Jr. is a registered financial advisor based in GREENSBORO, North Carolina, affiliated with FUND DIRECT ADVISORS INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Fee-Only Advisory
Client Types
High Net Worth Individuals
03

Firm Overview

Firm
FUND DIRECT ADVISORS INC.
FUND DIRECT ADVISORS INC.
AUM
$524M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at FUND DIRECT ADVISORS INC. →
Services
Financial planning
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 433669
Firm CRD# 155363
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)
City Guides
CHARLOTTE GuideRALEIGH GuideCHAPEL HILL GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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