Fort Worth, TX Office

Team
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Signal Advisors Wealth, LLC logo

Signal Advisors Wealth, LLC

Multi-team

Firm-wide stats for Signal Advisors Wealth, LLC

Total advisors

49

Across 31 offices

Clients per advisor

100 Very High

Avg AUM per client

$350,809 Low

HNW client ratio

10% Low

About

Signal Advisors Wealth operates a turnkey asset management platform (the “Signal Platform”) that serves independent RIAs, co‑branded investment adviser representatives (IARs), and their retail clients. The firm provides portfolio management, model and third‑party manager access, account monitoring and reporting, and company‑sponsored retirement plan consulting under its TAMP structure.

The firm manages discretionary strategies using a primarily top‑down, tactical asset allocation process with sector rotation and a relative growth/value framework, and supplements those strategies with fundamental, quantitative, and technical analysis. Independent RIAs and Signal Wealth IARs retain responsibility for the client relationship and suitability determinations while Signal Wealth implements trading, rebalancing, and administrative functions under limited discretionary authority on the platform.

Distinctive features include operating a platform that supports several thousand retail accounts, resulting in a higher‑than‑typical client load per advisor compared with many multi‑team peers, and a corporate affiliation with an insurance distribution affiliate (Signal Advisors Insurance). The brochure also discloses a range of transitional and retention arrangements for advisors (including forgivable loans, advances, and warrants) and explicit controls around insurance sales by IARs, which the firm discloses and addresses through policy and client disclosure.

Based on Signal Advisors Wealth, LLC

Expertise

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Cash flow / budgeting

Based on Signal Advisors Wealth, LLC

Occupation focus

Founder/Business Owner Executive

Based on Signal Advisors Wealth, LLC

Location

9500 Ray White Road, Suite 200

Fort Worth TX 76244

Advisors at this office

4

Advisors at this office

user avatar

Derrick S

Series 65, Series 63

Fort Worth, TX

Signal Advisors Wealth, LLC

Derrick Same is a financial advisor at Signal Advisors Wealth, LLC in Fort Worth, TX, with five years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at Legacy Retirement Solutions, Gradient Securities, Advocate Financial Partners, MWA Financial Services Inc, Modern Woodmen of America, and Orkin Pest Control. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm employs a primarily top-down, tactical asset allocation approach combined with fundamental, quantitative, and technical analysis while supporting several thousand retail accounts.

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

Nicholas Y

Series 65

Fort Worth, TX

Signal Advisors Wealth, LLC

Nicholas Yokley is a Series 65-licensed advisor with Signal Advisors Wealth, LLC, based in Fort Worth, TX, with one year of industry experience. Prior to joining Signal Advisors Wealth, he worked at Legacy Retirement Solutions and American Senior Benefits. He also maintains activities as an insurance agent, selling various insurance products. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded IARs, and their retail clients. The firm uses a primarily top-down, tactical asset allocation process with sector rotation and supplements it with fundamental, quantitative, and technical analysis.

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

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 65 and Series 63 licenses and has worked at several firms, including Legacy Retirement Solutions and Gradient Securities, LLC. Outside of his advisory role, he serves as a pastor at Friendship Baptist Church, where he provides 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 combined with fundamental, quantitative, and technical analysis, while advisors retain responsibility for client relationships and suitability decisions.

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

Christopher M

Series 65

Fort Worth, TX

Signal Advisors Wealth, LLC

Christopher Mccarley is a financial advisor at Signal Advisors Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Legacy Retirement Solutions, Advocate Financial Partners, and TTI. He is also involved with That Chris Lee LLC, an entity focused on insurance and financial business, speaking engagements, and AI application consulting. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm employs a primarily top-down, tactical asset allocation process complemented by various analytical methods and provides portfolio management, model access, and retirement plan consulting services.

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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