Supreme Alliance
47yrs
Top advisor by experience in Charlotte
3yrs
Daniel Joseph
Financial advisor at Fortis Wealth Management
Daniel Joseph is a fiduciary financial advisor in Charlotte, North Carolina, with 3 years in the industry. Daniel joined Fortis Wealth Management in 2023, a firm offering financial planning, investment management, and educational workshops. Fortis Wealth Management reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 4491 advisors with offices in Charlotte, and one of 4159 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
OfficeCharlotte, NC
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$425,421
Advisors at the firm3
States licensed ?1 state
Services through Fortis Wealth Management
Financial planningInvestment management for individuals and small businessesEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2023 – nowFortis Wealth ManagementCurrent firm
Contact Daniel
(888) 336-7847Firm headquarters in Boone, NC. Ask for Daniel. Charlotte, NCOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Fortis Wealth Management at (888) 336-7847 and ask for Daniel Joseph. Daniel works from the Charlotte, NC office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Daniel hold?
Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Fortis Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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