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Featured Business Financial Advisor in Los Angeles, CA
Los Angeles Financial Advisors
Signature Estate & Investment Advisors, LLC
2121 Avenue of the Stars, Suite 1600
Los Angeles, CA 90067
(310) 712-2323
Advisor Profile
Paul Taghibagi, CFP®
Name:  Paul Taghibagi, CFP®
Phone Number:  (310) 712-2323
Website:  Visit Website
Disclaimer
Securities Offered through Signator Investors, Inc., Member FINRA, SIPC

2121 Avenue of the Stars, Suite 1600, Los Angeles, CA 90067 (310) 712-2323.

SEIA, LLC and its investment advisory services are offered independent of Signator Investors, Inc., and any subsidiaries or affiliates.

About Signature Estate & Investment Advisors, LLC

Welcome to Signature Estate & Investment Advisors, LLC.

Signature Estate & Investment Advisors, LLC (SEIA®) is a Registered Investment Advisory firm offering Investment Management and Financial Planning Services tailored to meet the unique needs of affluent individuals, institutions, and corporations. SEIA's reputation is earned on a daily basis, in each client relationship and professional affiliation we maintain.

Accordingly, these values shape our firm: SEIA mandates extensive and comprehensive requirements for all advisors in the areas of accredited degrees, professional designations, licensing, and ethics requirements. Continuous enhanced education and experience enable our Certified Financial Planners (CFP®) and Chartered Financial Analysts (CFA®) to design individually tailored strategies and provide relationship-based financial advice meeting both the short and long term goals of each client. Confidential, unbiased, high quality financial advice is the core of our wealth management strategies.
 

General Information

I work with the following types of clients:    Businesses, Individual Investors
Years of Experience in Financial Services:    29
Name of Custodial Firm:    Charles Schwab & Fidelity
Name of Broker/Dealer:    Royal Alliance Associates, Inc.
Number of Years with Current Firm:    29
States Licensed in:    CA
CRD#:    2075689
Insurance License#:    0798553
Firm CRD#:    468
Gender:    Male
 

Education

Academic Background
 
BA Business Economics - University of California, Santa Barbara (1990)
 

Services

I can meet clients in the following ways:    At your office, At your home, At my office
Investment Types:    Insurance, Annuities, Exchange Traded Funds (ETFs), Alternative Investments, Options & Futures, Bonds, Mutual Funds, Stocks
 

Qualifications & Memberships

Insurance and Annuity Licenses:    Variable Life, Variable Annuity, Long Term Care, Life, Health, Disability, Annuity
Securities Licenses:    Series 63, Series 24, Series 22, Series 7, Series 6
Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Accredited Investment Fiduciary® (AIF)
Financial Organization Memberships:    Provisors
 

Firm Information

Advisor's Number of Managed Clients:    200
Assets Managed by Advisor:    $583,000,000
Assets Managed by Firm:    $9.4 Billion
Firm's Number of Clients:    1500
 

Compliance

Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
I am an acknowledged fiduciary:    Yes
Registered Representative:    Yes
Registered Investment Advisor:    Yes
 

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:    $500,000
Minimum Fee Charged for Managed Accounts:    $3,500
Fee % Based on Assets:    .75%- 1%
Compensation Methods:    Based on Assets
Fee Structure:    Fee-Based (Fee and Commissions)
Additional Details on Charges:    The actual fee for any portfolio is negotiated based on the unique objectives of each client, the complexity of the investment plan, the types of assets held in the account, and other factors.
 
 
 

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