Troy Fore has been an investment adviser representative at Aspen Wealth Management since May 2023, and is not listed among the firm’s executive officers or direct owners.
Aspen Wealth Management, LLC is a Fort Worth, TX firm with $658M under management, 353 clients and 6 advisers across 2 offices, as of its April 2026 filing.
Troy Fore’s longest registration was 5 years at Equitable Advisors, LLC (2015–2021). Before joining Aspen Wealth Management in 2023, Troy Fore was registered through Visionpoint Advisory Group and Equitable Advisors, LLC.
- Aspen Wealth Management, LLCCurrent– present · 3 yearsFort Worth, TX · Adviser representative · Firm CRD 159594
- Visionpoint Advisory Group– · under a yearDallas, TX · Adviser representative · Firm CRD 168733
- Equitable Advisors, LLC– · 5 yearsAustin, TX · Adviser representative · Firm CRD 6627
Investment adviser representative registrations
Troy Fore is registered as an investment adviser representative in Texas, since May 2023.
- TexasSince 24 May 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 10 November 2014 |
| Series 7 | General Securities Representative Examination | 14 October 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Troy Albert Fore
- CRD
- 6389727
- Firm
- Aspen Wealth Management · CRD 159594
- Office
- 4200 S. HULEN STREET, SUITE 422, Fort Worth, TX 76109
- Registration
- Investment adviser registration
- In the industry since
- May 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Troy Fore work?
Troy Fore is an investment adviser representative registered through Aspen Wealth Management, LLC since May 2023, and is not listed among the firm’s executive officers or direct owners.
Is Troy Fore a financial advisor?
Yes. Troy Fore has a current investment-adviser registration in Texas, through Aspen Wealth Management since May 2023.
How many years of experience does Troy Fore have?
Troy Fore has 10 years in the financial industry, since May 2016, across 3 adviser firms.
What exams has Troy Fore passed?
Troy Fore has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in October 2014. FINRA credited Troy Fore with the SIE, which began in October 2018.
Where did Troy Fore work before Aspen Wealth Management?
Before Aspen Wealth Management, Troy Fore was registered through Visionpoint Advisory Group, April 2022 to November 2022; Equitable Advisors, LLC, June 2015 to March 2021.
Where is Troy Fore based?
Troy Fore’s registered office is in Fort Worth, TX.
Is Troy Fore registered with FINRA?
No. Troy Fore has no current broker registration.
How can I verify Troy Fore’s record?
Search CRD 6389727 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Troy Fore’s full registration record.
