professional profile
Daniel Joshua Tobias, CFP
Overview
Daniel Joshua Tobias is an investment adviser representative based in Cornelius, NC, with 12 years in the industry.
- Years in the industry
- 12
- States registered
- 2
- Current firms
- 1
Contact
1 business email and 1 phone number on file
Registrations and licenses
- Registered in 2 states
Every state, with registration and license dates
Firms
- Passport Wealth ManagementCurrent firm
Employment history since 2014
Book and practice
Firm assets under management on file
request a demo
See what we have on Daniel
We'll walk you through the full profile and how to find more people like Daniel.