Fortis Wealth Management
Fortis Wealth Management (CRD# 268808) is a financial advisory firm headquartered in Tarboro, NC. They manage $38,591,228 in 477 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management39MILLION
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Total Number of Accounts477ACCOUNTS
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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
Liam Gilroy (CRD# 6507551) is an Investment Advisor Representative working at Fortis Wealth Management in Tarboro, NC and has over 8 years of experience in the finance industry.
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.
Daniel Joseph (CRD# 7801076) is an Investment Advisor Representative working at Fortis Wealth Management in Charlotte, NC and has 1 year of experience in the finance industry.