Kermit D. Mcgregor

SIGNAL ADVISORS WEALTH

NICEVILLE, FL 32578

CRD#: 5737212

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Professional summary

Kermit Dale Mcgregor JR, who also goes by K Dale Mcgregor Jr, Kermit Mcgregor, Dale Mcgregor, is a registered financial advisor currently at SIGNAL ADVISORS WEALTH, LLC located in Niceville, Florida.

Kermit is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Kermit has worked at 5 firms and has passed the Series 65, Series 66 and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

K Dale Mcgregor Jr | Kermit Mcgregor | Dale Mcgregor

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kermit Dale Mcgregor JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 30, 2026 - Present

SIGNAL ADVISORS WEALTH, LLC

Office #1: 4400 Highway 20 East Suite 312 , Niceville, FL 32578Office #2: 287 South Broadview Street Suite C1, Greenbier, AR 72058

RIA

CRD#: 301086

NICEVILLE, FL

Past

August 29, 2024 - June 30, 2026

FOUNDATIONS INVESTMENT ADVISORS LLC

RIA

CRD#: 175083

GREENBRIER, AR

Past

February 1, 2023 - August 26, 2024

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

Greenbrier, AR

Past

April 1, 2022 - February 1, 2023

INTEGRITY ALLIANCE, LLC.

RIA

CRD#: 139627

Quitman, AR

Past

January 20, 2010 - March 10, 2010

EDWARD JONES

RIA

CRD#: 250

ST. LOUIS, MO

Past

January 1, 2010 - March 10, 2010

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SIGNAL ADVISORS WEALTH, LLC

CRD#: 301086 / SEC#: 801-127017

RIA

Registered Investment Advisory firm - (12/8/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arkansas
(6/30/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/1/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 1/15/2010

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 12/31/2009

General Securities Representative Examination

Current Firm

SIGNAL ADVISORS WEALTH, LLC

CRD#: 301086 / SEC#: 801-127017

RIA

Registered Investment Advisory firm - (12/8/2022 Approved)

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Contact information

Main Address

1555 Broadway St, Detroit, MI 48226

Mailing Address

Phone number

+1 (866) 774-4625

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (29 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SIGNAL ADVISORS WRAP FEE BROCHURE (10/1/2025)

ADV PART 2A BROCHURE (10/1/2025)

Regulatory assets under management

Total Number of Accounts	10,250
AUM (Assets Under Management)	$ 1,352,814,108

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Kermit D. Mcgregor

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kermit Dale Mcgregor JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

FOUNDATIONS INVESTMENT ADVISORS LLC

AE WEALTH MANAGEMENT, LLC

INTEGRITY ALLIANCE, LLC.

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

SIGNAL ADVISORS WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/1/2022

Series 66

Date: 1/15/2010

Series 7

Date: 12/31/2009

Current Firm

SIGNAL ADVISORS WEALTH, LLC

Contact information

SEC notice filing (29 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SIGNAL ADVISORS WEALTH, LLC

TRUST BUT VERIFY

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