Raul Rodriguez
Investment adviser representative at Signal Advisors Wealth, LLC
15 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
15 years in the industry.
- Signal Advisors Wealth, LLCFeb 2025 to now
- Compound PlanningOct 2023 to Feb 2025
- Compound Advisers, IncMar 2023 to Oct 2023
- Capital Advisors, Inc.Jul 2022 to Mar 2023
- Robinhood Financial LLCOct 2021 to Jul 2022
- J.P. Morgan Securities LLCAug 2019 to Oct 2021
- Waterfleet, LLCJan 2019 to Aug 2019
- Southwest AirlinesMay 2016 to Dec 2018
- U.S. Marine CorpsApr 2011 to Feb 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7174170
- Firm CRD
- 301086