Kermit Dale Mcgregor
Investment adviser representative at Signal Advisors Wealth, LLC
26 yearsExperience
2 statesRegistered 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
26 years in the industry.
- Signal Advisors Wealth, LLCJun 2026 to now
- Mcgregor Financial GroupNov 2019 to now
- Mcgregor LLCMay 2000 to now
- Foundations Investment Advisors, LLCAug 2024 to Jun 2026
- Ae Wealth Management LLCFeb 2023 to Aug 2024
- Brokers International Financial Services, LLCMar 2022 to Feb 2023
- Cabot Insurance GroupApr 2014 to May 2025
Exams passed
- Series 66 · Uniform Combined State Law2010
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (AR, 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
- 5737212
- Firm CRD
- 301086