William Elbert Stanley
Investment adviser representative at Fund Direct Advisors Inc.
27 yearsExperience
1 stateRegistered in
$593MFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
27 years in the industry.
- Fund Direct Advisors Inc.Jan 2020 to now
- Fund Direct Advisiors, Inc.Nov 2011 to now
- Intercarolina Financial Services, Inc.Mar 2001 to now
- We StanleyJun 1999 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (NC).
Fund Direct Advisors Inc.
$593MAssets managed
155Clients
4Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4363275
- Firm CRD
- 155363