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).

By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    477
    ACCOUNTS
  • Average Account Value
    $80,904
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
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, LA, NC, PA, TX, VA, WA

Financial Advisors at Fortis Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Liam J. Gilroy
CRD#: 6507551
106 St. James, Tarboro, NC 27886

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.

2
Anthony F. Winkels
CRD#: 6507599
106 St. James, Tarboro, NC 27886

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.

3
Daniel Joseph
CRD#: 7801076
Charlotte, NC

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.