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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

Gender:    Male
CRD#:    2075689
Firm CRD#:    468
Insurance License#:    0798553
Name of Broker/Dealer:    Signator Investors, Inc.
Name of Custodial Firm:    Charles Schwab & Fidelity
States Licensed in:    CA
Years of Experience in Financial Services:    26
Number of Years with Current Firm:    26
Work Experience:   
I work with the following types of clients:    Businesses, Individual Investors
 

Education

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

Services

Investment Types:    Mutual Funds, Bonds, Options & Futures, Exchange Traded Funds (ETFs), Annuities, Insurance, Stocks
 

Qualifications & Memberships

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

Firm Information

Firm's Number of Clients:    1500
Assets Managed by Firm:    5 Billion
Advisor's Number of Managed Clients:    200
Assets Managed by Advisor:    $500,000
 

Compliance

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

Compensation & Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $500,000
Compensation Methods:    Based on Assets
Fee % Based on Assets:    .75%- 1%
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.
Minimum Fee Charged for Managed Accounts:    $3,500
 
 
 
Prepared By: Paul Taghibagi, CFP®

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