William Andrew Wallbank
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.
- Signal Advisors Wealth, LLCJun 2026 to now
- Focus Partners Wealth, LLCJan 2026 to Jun 2026
- Kovitz Investment Group Partners, LLCMar 2024 to Dec 2024
- Telemus Capital LLCAug 2013 to May 2026
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 6021842
- Firm CRD
- 301086