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Carla Denise Stamps

Summit Financial, LLC

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About Carla Denise Stamps

Carla Denise Stamps is a registered investment advisor representative with Summit Financial, LLC. Carla has been in the financial services industry for over 23 years. Carla is registered with the state of Michigan and New Jersey. Carla has Series 7 and Series 66 securities licenses. In addition to working with clients, Carla is also involved in community activities. Carla is the secretary of Empowered Minds, Inc., a charitable organization that provides mentoring and life skills coaching to youth.

Firm Information

Carla Stamps is currently registered with Summit Financial, LLC. Summit Financial, LLC, is a registered investment adviser based in Parsippany, New Jersey. The firm provides financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisers. Summit Financial manages approximately $11.5 billion in assets for individuals, high net worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs 132 investment adviser representatives and has over 19,000 client accounts.
Summit Financial, LLC

4 CAMPUS DRIVE

PARSIPPANY, NJ 07054

$11.55B

Assets Under Management

2

Total Clients

123

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Carla Stamps’s Registration & Firm History

MI

04/28/2023 - Present

Summit Financial, LLC (FARMINGTON HILLS MI)

MI

07/26/2011 - 05/15/2023

WELLS FARGO CLEARING SERVICES, LLC (FARMINGTON HILLS MI)

MI

08/20/2010 - 08/11/2011

UBS FINANCIAL SERVICES INC. (FARMINGTON HILLS MI)

NJ

02/17/1999 - 07/06/2010

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

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Licenses & Designations

BOTH

Issued 05/10/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/16/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Carla Denise Stamps.
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