Lashae Maurice Mcmillan
Investment adviser representative at Signal Advisors Wealth, LLC
12 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
12 years in the industry.
- Signal Advisors Wealth, LLCJun 2026 to now
- Mcgregor Financial GroupAug 2025 to now
- Foundations Investment Advisors LLCNov 2025 to Jun 2026
- Fidelity InvestmentsMay 2021 to Aug 2025
- Bank of America, N.A.Mar 2020 to Apr 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2019 to Apr 2021
- Wells Fargo Clearing Services, LLCAug 2018 to Nov 2019
- Foresters FinancialJan 2018 to Aug 2018
- KbrJan 2017 to Dec 2017
- Foresters FinancialOct 2016 to Dec 2016
- US Army ReservesSep 2014 to Sep 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 6718610
- Firm CRD
- 301086