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Billie C. Miles

SIGNAL ADVISORS WEALTH
ONTARIO , CA 91764
Some features on this profile are disabled
CRD#: 7161977
BM
Billie Carter Miles IIISIGNAL ADVISORS WEALTH

Professional summary

Billie Carter Miles III is a registered financial advisor currently at SIGNAL ADVISORS WEALTH, LLC located in Ontario , California.

Billie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Billie has worked at 3 firms .

At a Glance

Always Fiduciary

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Billie Carter Miles III'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

July 22, 2026 - Present

SIGNAL ADVISORS WEALTH, LLC

Office #1: 3633 Inland Empire Boulevard Suite 650 , Ontario , CA 91764
RIA
CRD#: 301086
ONTARIO , CA
Past

February 19, 2025 - January 6, 2026

SIMPLICITY WEALTH

RIA
CRD#: 300572
Ontario, CA
Past

August 8, 2019 - February 14, 2025

LIFEPRO ASSET MANAGEMENT

RIA
CRD#: 285252
Ontario, CA

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
California
(7/22/2026)

Exams

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)
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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
15

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 Accounts10,250
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.

Company Information

SIGNAL ADVISORS WEALTH, LLC

CRD#: 301086Ontario , CA 91764

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