Troy Albert Fore

Employer firm

Aspen Wealth Management, LLC CRD 159594

$658M regulatory AUM 20 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• CONSULTING

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

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

Current Employers

Employment History

• 11/2014 → 03/2021
  Axa Advisors, Llc
  New York, NY
• 04/2021 → 03/2022
  Unemployed
  Austin, TX
• 04/2022 → 12/2022
  Vision Point Advisory Group
  Dallas, TX
• 01/2023 → 05/2023
  Unemployed
  Fort Worth, TX
• 05/2023 → Present
  Aspen Wealth Management
  Fort Worth, TX

Previous Registrations

• 2022-04-08 → 2022-11-17
  Balefire, Llc
  Dallas, TX
• 2015-06-10 → 2021-03-18
  Equitable Advisors, Llc
  Austin, TX
  Fort Worth, TX
  Austin, TX
  Dallas, TX

Other Businesses

10/2014- INSURANCE AGENT. VARIOUS CARRIERS. LIFE, HEALTH AND FIXED ANNUITIES. NOT INVESTMENT RELATED. TIME SPENT = 10 HOURS PER MONTH. 10/2023- BOARD MEMBER. COASTAL CONSERVATION ASSOCIATION BOARD MEMBER. VOLUNTEER. NO COMPENSATION RECEIVED. TIME SPENT = 2 HOURS PER MONTH.

Exams

• S66 Uniform Combined State Law Examination
  2014-11-10

Designations

• Certified Financial Planner

Other Names

• Troy Albert Fore Iii