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H. Terry Martine

Investment adviser representative at Signal Advisors Wealth, LLC
13 yearsExperience
1 stateRegistered in
$1.7BFirm assets
3 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

13 years in the industry.

  1. Signal Advisors Wealth, LLCOct 2024 to now
  2. Martine FinancialSep 2013 to now
  3. Chalice Wealth Advisors, LLCJun 2018 to Jun 2019
  4. Family Retirement Services, LLCSep 2016 to Oct 2024

Exams passed

  • Series 63 · Uniform Securities Agent State Law2001
  • Series 66 · Uniform Combined State Law2004
  • Series 65 · Uniform Investment Adviser Law2017

State registrations

Registered as an investment adviser representative in 1 state (FL).

Signal Advisors Wealth, LLC

$1.7BAssets managed
4,816Clients
47Advisers
3 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4421413
Firm CRD
301086
Advisor's SEC record (opens in a new tab)
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