Sam Gene Cook
Investment adviser representative at Fort Advisors Inc
10 yearsExperience
1 stateRegistered in
$146.3MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Fort Advisors Inc.Sep 2022 to now
- Regency Wealth Advisors LLCJan 2016 to now
- Alphastar Capital Management, LLCNov 2016 to Sep 2022
- Virtue Capital Management, LLCJan 2016 to Nov 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (TX).
Fort Advisors Inc
$146.3MAssets managed
414Clients
3Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3119029
- Firm CRD
- 299243