Sam Cook (CRD# 3119029) is an Investment Advisor Representative working at Fort Advisors Inc. in Fort Worth, TX and has over 8 years of experience in the finance industry.
CRD# 1255317
Osaic Wealth, Inc.
CRD# 2754150
Charles Schwab & Company, Inc.
CRD# 5076833
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fort Advisors Inc. | Fort Worth, TX | Sep 2022 - Current | 1 |
| Regency Wealth Advisors LLC | Fort Worth, TX | Jan 2016 - Current | 8 |
| Alphastar Capital Management, LLC | Cornelius, NC | Nov 2016 - Sep 2022 | 5 |
| Virtue Capital Management, LLC | Nashville, TN | Jan 2016 - Nov 2016 | < 1 |
| Regency Wealth Management | Fort Worth, TX | Jan 2000 - Jan 2016 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2016 |
- TX
-
Total Assets Under Management111MILLIONS
-
Total Number of Accounts600ACCOUNTS
-
Average Account Value$185,666
- 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
- Selection of other advisers (including private fund managers)
- Other
IA, TX
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