Don Stamas, financial advisor Charlotte NC

Don Stamas

CRD 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.

CONTACT
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Professional Designations
Company Name Location Dates Years
Defender Capital Partners LLC Charlotte, NC Jan 2019 - Current 5
Defender Capital Charlotte, NC Jan 2013 - Current 11
D.j.s. Investments, LLC Charlotte, NC Jun 2007 - Current 16
Defender Capital Insurance LLC Charlotte, NC Jan 2012 - May 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1997
S65 NASAA Investment Advisors Law Examination Jul 1999
Contact Info for Don Stamas
By the Numbers
  • Total Assets Under Management
    414
    MILLIONS
  • Total Number of Accounts
    511
    ACCOUNTS
  • Average Account Value
    $809,638
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, LA, NC, NJ, PA, SC, TN, TX

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