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Michael Moynihan

Advisor at Signal Securities, Inc.

Updated today
Signal Securities, Inc. logo

Firm

Signal Securities, Inc.

Location

Fort Worth, TX 76102

Credentials

Series 63, Series 65

Industry experience

27 years

About

Michael Moynihan is a financial advisor at Signal Securities, Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Signal Securities since 2005. Outside of his advisory role, he is involved in fixed insurance sales. Signal Securities, Inc. provides fee-based asset management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes risk management through diversified model portfolios and a consultative process tailored to client financial data, time horizon, and risk tolerance.

Client services

Based on Signal Securities, Inc.

Financial planning Portfolio management

Expertise

Based on Signal Securities, Inc.

Wealth management

Fee options

Fixed

Flat fee for financial plan or asset review, with hourly rate up to $250/hour.

Percentage

$25,000 - $100,000: 2.00% $100,001 - $250,000: 1.75% $250,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.00% Over $1,000,001+: 0.75%

Commissions

Broker-dealer commissions may apply; Signal Securities, Inc. is also a broker-dealer and may earn commissions in addition to advisory fees.

Project-based

Up to $250/hour for financial plan or asset review.

Other

Account minimum: $25,000 for Asset Allocation Model; $100,000 for Private Client Asset Management Model; no minimum for Discretionary Asset Allocation Model; $100,000 minimum for most equity SMA strategies, $250,000 for most fixed income SMA strategies, and $250,000 to $650,000 for diversified portfolios in Managed Account Select

Location

700 Throckmorton Street

Fort Worth, TX 76102

Most active in

Arkansas · California · Colorado · Florida · Georgia · Nevada · North Carolina · Oklahoma · Pennsylvania · Texas · Virginia

Work history

Signal Securities, Inc.

2005 - Present (21 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Michelle V

CFP®

Fort Worth, TX

Waymaker Financial Planning

Michelle Vargas, Certified Financial Planner™ is the President of Waymaker Financial Planning, a Fee-Only firm that provides transparent and accessible financial guidance. She enjoys helping clients navigate and plan all aspects of their financial life so that they will worry less about their future and free up more time to spend doing what they love. After earning a degree in Finance from the University of Southwestern Louisiana in 1990, she moved to Florida and started her career with Harcourt Brace Publishing. Her journey into personal finance began when she signed up for her 401K and wanted to learn about additional options to plan for retirement. This eventually led to working as a financial advisor and completing the extensive education requirements for becoming a CFP® in 1998. She believes her experience as a young professional searching for unbiased advice enables her to better serve Gen XY professionals because she remembers what it was like being in their shoes. As a former homeschool parent and the wife of a federal employee, she is passionate about helping women, homeschool families, and federal workers plan wisely for a comfortable financial future. In her spare time, she enjoys hiking in Colorado, barbecuing with family, and working in her garden.

General retirement planning Tax strategies for small businesses Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Government Employee Christian Faith Based Gen X (Born 1965-1980)
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Lacy R

CFP®, Series 66

Fort Worth, TX

The Dedicated Dollar

Passive / index investing Tax-loss harvesting Cash flow / budgeting Business ownership considerations
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Matthew B

Series 63, Series 65

Aledo, TX

Harvest Capital Management

Annuities
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Ryan M

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Impact Wealth Group

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Real estate investing Cash flow / budgeting
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Corey C

Series 63

Arlington, TX

Callaway Financial Services

Active portfolio management Retirement income strategy
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Alphonsus P

Series 63, Series 65

Bedford, TX

Corporate & Institutional Services, LLC

Retired Founder/Business Owner
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