Charles
Stanley

Fund Direct Advisors Inc

CRD#4433794
Investment Advisor
in Greensboro, NC

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About this Advisor

Charles Stanley is a financial advisor working out of Greensboro, North Carolina who has 3 years of relevant experience. Stanley is an advisor for Fund Direct Advisors Inc. The advisor has gained experience at Bb&T Asset Management, Inc, Branch Banking And Trust, Stanley Benefit Services, Intercarolina Financial Services, Inc and Fund Direct Advisors. Stanley maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in North Carolina. Fund Direct Advisors Inc is a firm headquartered in Greensboro, NC. It has $500 million in assets across its 350 client accounts, making it one of the larger investment advisory firms in the country by assets under management. Of its 350 client accounts, just 13% belong to high-net-worth clients who have more than $1 million in assets available to invest. Fund Direct Advisors Inc offers other services. Fees for financial advisory services usually are based on which services the firm provides the client. However, fee types charged by Fund Direct Advisors Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

Services Offered

Other

Fee Structure

Percentage of Assets

Office Location

7800 Mccloud Road Suite 201
Greensboro, NC 27409

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Fund Direct Advisors Inc Brokerage Details

Total Assets Under Management

$500,000,000

NC Average: $3,625,019,099
Total Number of Employees

7

NC Average: 22
Total Number of Accounts

350

NC Average: 1,917
Average Account Size

$1,428,571

NC Average: $1,890,985

Investment Advisory Services

  • Other

Charles Stanley Work History

Charles has been registered as a financial advisor for 3 years.*

2010 - Present (14 years)

Fund Direct Advisors

2004 - Present (20 years)

Intercarolina Financial Services, Inc

2003 - Present (21 years)

Stanley Benefit Services

2002 - Present (22 years)

Bb&T Asset Management, Inc

2002 - Present (22 years)

Branch Banking And Trust

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Charles Stanley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fund Direct Advisors Inc

Benjamin Bailey
Greensboro, NC
Craven Lowe
Greensboro, NC
Drew Saia
Greensboro, NC
Charles Stanley
Greensboro, NC
William Stanley
Greensboro, NC
Kenneth Garber
Greensboro, NC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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