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TG

Tory D. Giddens

FORT EAGLE WEALTH MANAGEMENT
Fort Worth, TX
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CRD#: 5741948
TG

Professional summary


Tory Don Giddens, who also goes by Tory D Giddens, Tory Giddens, is a registered financial advisor currently at FORT EAGLE WEALTH MANAGEMENT located in Fort Worth, Texas.

Tory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Tory has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Tory D Giddens | Tory Giddens

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Fixed insurance, investment related, same address as branch, start 2024, sales person, sales of fixed insurance products, 1-2 hours per month during trading hours.

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CRS (Client Relationship Summary) - RIA


Click below to view Tory Don Giddens's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

February 3, 2025 - Present

FORT EAGLE WEALTH MANAGEMENT

RIA
CRD#: 317575
Fort Worth, TX
Past

June 23, 2025 - July 8, 2025

FORTIS CAPITAL ADVISORS, LLC

RIA
CRD#: 309709
Keller, TX
Past

January 23, 2024 - December 31, 2024

FORT EAGLE WEALTH MANAGEMENT

RIA
CRD#: 317575
FORT WORTH, TX
Past

February 17, 2023 - December 31, 2023

FORT EAGLE WEALTH MANAGEMENT

RIA
CRD#: 317575
FORT WORTH, TX
Past

December 15, 2021 - December 31, 2022

FORT EAGLE WEALTH MANAGEMENT

RIA
CRD#: 317575
FORT WORTH, TX
Past

October 11, 2019 - October 26, 2021

WESTLAKE WEALTH MANAGEMENT, LLC

RIA
CRD#: 295033
ROANOKE, TX
Past

April 13, 2015 - October 21, 2019

EDWARD JONES

RIA
CRD#: 250
FT WORTH, TX
Past

March 25, 2015 - October 21, 2019

EDWARD JONES

BD
CRD#: 250
FT WORTH, TX
Past

January 8, 2010 - July 21, 2011

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
LOUISVILLE, KY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(2/3/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/9/2015
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


FE
FORT EAGLE WEALTH MANAGEMENT
FORT EAGLE WEALTH MANAGEMENT | FORT EAGLE WEALTH MANAGEMENT, LLC

CRD#: 317575 / SEC#:

Texas
Registered Investment Advisory firm - (2/3/2025 Approved)
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Contact information


Main Address
Fort Worth, TX
Mailing Address
Phone number
(806) 204-1522
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts22
AUM (Assets Under Management)$ 8,300,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FORT EAGLE WEALTH MANAGEMENT

CRD#: 317575Fort Worth, TX

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