Anthony Winkels (CRD# 6507599) is an Investment Advisor Representative working at Fortis Wealth Management in Tarboro, NC and has over 8 years of experience in the finance industry.
CRD# 2128682
Carolina Financial Services Group, Inc.
CRD# 1674318
Edward Jones
CRD# 2275363
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fortis Wealth Management, LLC | Tarboro, NC | Jun 2015 - Current | 8 |
| U.s. Army Reserves | Department Of Defense, FL | Jun 2015 - Current | 8 |
| Goldman Sachs & Company Llc, | Los Angeles, CA | Jun 2019 - Aug 2019 | < 1 |
| Crown Venture Management, LLC | Palm Beach, FL | Feb 2008 - May 2019 | 11 |
| United States Army | Tacoma, WA | May 2008 - Jun 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2015 |
- CA
- FL
- LA
- NC
- PA
- TX
- VA
- WA
-
Total Assets Under Management39MILLIONS
-
Total Number of Accounts477ACCOUNTS
-
Average Account Value$80,904
- 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
- Educational seminars/workshops
- Other
CA, FL, LA, NC, PA, TX, VA, WA
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