SC
SC

Sam Gene Cook

9 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
410 clients
Average Client Portfolio
$311K average
Assets Under Management
$127.6M

Fee Structure

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Location

4200 Hulen Street, Suite 620, Fort Worth, TX, 76109

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Sam is the president of Regency Wealth Advisors, where he sells life, health insurance, and fixed annuities. This non-investment related activity takes about a quarter of his time, including time during trading hours.

Employment History
Current Registrations
Fort Advisors INC
September 2022 - Present · 3 yrs 5 mos
Previous Registrations
Alphastar Capital Management, LLC
November 2016 - September 2022 · 5 yrs 10 mos
Virtue Capital Management, LLC
February 2016 - November 2016 · 9 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.