Fort Worth, TX Office

Team
Updated today

Client AUM

$1,689,496,523

Clients

4,816

Advisors

3

Of 47 advisors across 30 offices

Location

9500 Ray White Road, Suite 200

Fort Worth TX 76244

Advisors at this office

3

Advisors at this office

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Nicholas Y

Series 65

Fort Worth, TX

Signal Advisors Wealth, LLC

Nicholas Yokley is a financial advisor at Signal Advisors Wealth, LLC in Fort Worth, TX, holding a Series 65 designation. He has experience dating back to 2015, including roles at American Senior Benefits and Legacy Retirement Solutions. Outside of advisory work, he is also an insurance agent specializing in the sale of various insurance products. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent RIAs through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, serving individual, high-net-worth, family, and business clients.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Cash flow / budgeting Founder/Business Owner Executive
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Robert L

Series 65, Series 63

Fort Worth, TX

Signal Advisors Wealth, LLC

Robert Luman is a financial advisor at Signal Advisors Wealth, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Legacy Retirement Solutions, where he is also co-founder and an insurance agent. Outside of his advisory role, Luman serves as a pastor at Friendship Baptist Church, providing sermons, teaching, and spiritual counseling. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm utilizes a primarily top-down, tactical asset allocation approach and supports a large number of retail accounts through its platform, handling trading, rebalancing, and administrative functions under limited discretionary authority.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Cash flow / budgeting Founder/Business Owner Executive
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Christopher M

Series 65

Fort Worth, TX

Signal Advisors Wealth, LLC

Christopher Mccarley is a financial advisor with Signal Advisors Wealth, LLC in Fort Worth, TX. He holds a Series 65 designation and has experience working in financial services and related fields since 2000, including roles at Revchain Solutions and That Chris Lee LLC, where he is involved in insurance and financial business as well as speaking engagements and AI application consulting. He is also licensed as an insurance agent, dedicating a significant portion of his time to insurance sales. Signal Advisors Wealth provides investment management and financial planning services to individual, high-net-worth, family, and business clients. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, offering discretionary model portfolios and third-party manager strategies.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Cash flow / budgeting Founder/Business Owner Executive
View complete list of advisors at this office
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