Defender Capital
Defender Capital (CRD# 159607) is a financial advisory firm headquartered in Charlotte, NC. They manage $388,000,000 in 486 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management388MILLION
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Total Number of Accounts486ACCOUNTS
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Average Account Value$798,354
- 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
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.
John Stamas (CRD# 2220622) is an Investment Advisor Representative working at Defender Capital in Charlotte, NC and has over 30 years of experience in the finance industry.
Patrick Walsh (CRD# 6309318) is an Investment Advisor Representative working at Defender Capital in Charlotte, NC and has over 8 years of experience in the finance industry.
Grant Wilson (CRD# 6973904) is an Investment Advisor Representative working at Defender Capital in Charlotte, NC and has over 4 years of experience in the finance industry.
Thomas Worth (CRD# 4151152) is an Investment Advisor Representative working at Defender Capital in Charlotte, NC and has over 23 years of experience in the finance industry. Thomas Worth has taken additional exams to become a Certified Financial Planner (CFP®). 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.
Enrique Rabell (CRD# 4700661) is an Investment Advisor Representative working at Defender Capital in Charlotte, NC and has over 11 years of experience in the finance industry.