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Raymond Albert Panquerne

Investment adviser representative at Signal Advisors Wealth, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.7BFirm assets

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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

11 years in the industry.

  1. Signal Advisors Wealth, LLCMar 2026 to now
  2. Legacy Wealth PartnersJan 2018 to now
  3. Level Four Advisory ServicesJan 2018 to Mar 2026
  4. Cfg Advisors LLCMar 2015 to Nov 2017

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2007
  • Series 65 · Uniform Investment Adviser Law2008

State registrations

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

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
5240588
Firm CRD
301086
Advisor's SEC record (opens in a new tab)
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