RL
Robert J. Luman
SIGNAL ADVISORS WEALTH
FORT WORTH, TX 76244
Some features on this profile are disabled
CRD#: 7152230
RL
Professional summary
Robert Jacob Luman is a registered financial advisor currently at SIGNAL ADVISORS WEALTH, LLC located in Fort Worth, Texas.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Robert has worked at 3 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1. LEGACY RETIREMENT SOLUTIONS; FORT WORTH, TEXAS; INVESTMENT RELATED; INSURANCE; CO-FOUNDER/INSURANCE AGENT; START 6/2024; 80 HOURS PER MONTH; DEVOTES APPROXIMATELY 70% OF TIME DURING SECURITIES TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS. 2. FRIENDSHIP BAPTIST CHURCH; BOYD, TEXAS; NOT INVESTMENT RELATED; MINISTRY RELATED; PASTOR ; START 03/2025; DEVOTES APPROXIMATELY 50% OF TIME PER MONTH ON THIS ACTIVITY; NONE OF WHICH ARE DURING SECURITIES TRADING HOURS; PROVIDES SERMONS, TEACHING AND SPIRITUAL COUNSELING.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Jacob Luman's 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®
NoneExperience
Current
October 10, 2025 - Present
SIGNAL ADVISORS WEALTH, LLC
Office #1: 9500 Ray White Road Suite 200, Fort Worth, TX 76244RIA
CRD#: 301086
FORT WORTH, TX
Past
September 13, 2022 - December 31, 2023
GRADIENT SECURITIES, LLC
BD
CRD#: 127701
Arlington, TX
Past
July 19, 2019 - June 23, 2022
MWA FINANCIAL SERVICES INC.
BD
CRD#: 112630
Springtown, TX
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".
SA
SIGNAL ADVISORS WEALTH, LLC
CARDINAL WEALTH MANAGEMENT LLC | TWO WATERS WEALTH MANAGEMENT | SIGNAL WEALTH | SIGNAL ADVISORS WEALTH, LLC | SECURE MONEY STRATEGIES, LLC | RETIREMENT PROTECTORS, INC. | RELIABLE WEALTH FINANCIAL GROUP | NEW SMYRNA BEACH RETIREMENT SOLUTIONS | LIONHEAD ASSET MANAGEMENT | JOURNEY WEALTH STRATEGIES | HERITAGE FINANCIAL RESOURCES WEALTH MANAGEMENT, LLC | FJ SHAW PRIVATE WEALTH | FAMILY RETIREMENT SERVICES | CASHMORE INVESTMENTS
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
Texas(10/10/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 7/19/2019
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
Current Firm
SA
SIGNAL ADVISORS WEALTH, LLC
CARDINAL WEALTH MANAGEMENT LLC | TWO WATERS WEALTH MANAGEMENT | SIGNAL WEALTH | SIGNAL ADVISORS WEALTH, LLC | SECURE MONEY STRATEGIES, LLC | RETIREMENT PROTECTORS, INC. | RELIABLE WEALTH FINANCIAL GROUP | NEW SMYRNA BEACH RETIREMENT SOLUTIONS | LIONHEAD ASSET MANAGEMENT | JOURNEY WEALTH STRATEGIES | HERITAGE FINANCIAL RESOURCES WEALTH MANAGEMENT, LLC | FJ SHAW PRIVATE WEALTH | FAMILY RETIREMENT SERVICES | CASHMORE INVESTMENTS
CRD#: 301086 / SEC#: 801-127017
RIA
Registered Investment Advisory firm - (12/8/2022 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
15
SEC notice filing (29 States and Territories)
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.
