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Levi Joshua Allison

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.

  1. Signal Advisors Wealth, LLCNov 2025 to now
  2. Stokes Retirement LtdSep 2025 to now
  3. Encompass More Asset Management LLCSep 2024 to Jul 2025
  4. Government and Civil Employee ServicesJul 2024 to Jul 2025
  5. Forks InnMay 2021 to Aug 2024
  6. Saint Vincent CollegeAug 2020 to May 2024
  7. Pizza HutApr 2020 to May 2021
  8. Ideal MarketNov 2018 to Apr 2019
  9. Bishop Mccort High SchoolAug 2017 to Jun 2020
  10. United High SchoolAug 2014 to Jun 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

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

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
7987227
Firm CRD
301086
Advisor's SEC record (opens in a new tab)
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