This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-25-1988
- Office Locations
- 18
Office Locations
About Signal Securities, Inc.
Signal Securities is an independent wealth management firm headquartered in Fort Worth, Texas, serving individuals and families across Texas and beyond. The team delivers personalized financial planning, investment management, and retirement strategies, with an advisor-partner model supported by centralized service and technology (including Tamarac). Operates both advisory and broker/dealer services, offering boutique attention with big-firm resources.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
IVAN JERRY SINGLETON
President
- CRD
- #1249354
- Ownership
- 75% or more
CARLA BETH WRIGHT
Chief Compliance Officer, Investment Advisor
- CRD
- #1888192
- Ownership
- 75% or more
Showing 2 of 3 owners & executives
Unlock allContacts
DANIEL WILLIAM ASHLEY
--
- CRD
- #2549786
KEITH ALLEN BARFIELD
Owner
- CRD
- #2005471
Showing 2 of 39 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,393,970 | $498,860 |
| Non-Discretionary | $632,690,886 | $346,300 |
| Total | $679,084,856 | $353,690 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Total | Available | Available |
Continue browsing