Don StamasCRD Number: 2867492
Current Firm: Defender Capital
Compensation Model: Both
Don Stamas (CRD# 2867492) is an Investment Advisor Representative working at Defender Capital in Charlotte, NC and has over 23 years of experience in the finance industry. Don Stamas is a Certified Financial Planner (CFP®) and a Chartered Life Underwriter (CLU®).
CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
A CLU professional has earned the premier credential in the insurance profession, representing eight or more comprehensive college-level courses covering all aspects of insurance planning, estate and retirement issues, taxation, business insurance, and risk management. For more than 80 years consumers have trusted this mark, which is conferred by The American College of Financial Services, a non-profit educator with the highest level of accreditation.
Ubs Financial Services Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
The Financial Legacy Group
|Defender Capital||Charlotte, NC||Jan 2013 - Current||8|
|D.j.s. Investments, LLC||Charlotte, NC||Jun 2007 - Current||14|
|Defender Capital Insurance LLC||Charlotte, NC||Jan 2012 - May 2015||3|
|Linsco/private Ledger Corp.||Charlotte, NC||Jun 2007 - Dec 2012||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1997|
|S65||NASAA Investment Advisors Law Examination||Jul 1999|
Total Assets Under Management367MILLIONS
Total Number of Accounts437ACCOUNTS
Average Account Value$839,817
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
FL, GA, IL, NC, NJ, PA, SC, TN, TX
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