Sam Gene Cook

Employer firm

Fort Advisors Inc CRD 299243

$146M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• PRIVATE INVESTMENT DUE DILIGENCE

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 11/2016
  Virtue Capital Management, Llc
  Nashville, TN
• 11/2016 → 09/2022
  Alphastar Capital Management, Llc
  Cornelius, NC
• 09/2022 → Present
  Fort Advisors Inc.
  Fort Worth, TX
• 01/2016 → Present
  Regency Wealth Advisors Llc
  Fort Worth, TX

Previous Registrations

• 2016-11-15 → 2022-09-07
  Alphastar Capital Management
  Fort Worth, TX
  Cornelius, NC
• 2016-02-10 → 2016-11-11
  Virtue Capital Management, Llc
  Forth Worth, TX
  Brentwood, TN

Other Businesses

REGENCY WEALTH ADVISORS Non-Investment related 5049 Edwards Ranch Road, Fort Worth, TX 76109 SELLING LIFE, HEALTH INSURANCE AND FIXED ANNUITIES. PRESIDENT 01/2016 60 HOURS PER MONTH 60 HOURS PER MONTH DURING TRADING HOURS SELLING LIFE, HEALTH INSURANCE AND FIXED ANNUITIES. NOT-INVESTMENT RELATED

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-01-25