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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) 712-2327
Advisor Profile
Brian Holmes, MS, CFP, CMFC, AIF
Name:  Brian Holmes, MS, CFP, CMFC, AIF
Website:  Visit Website
Disclaimer
Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Investment Advisory Services offered through SEIA, LLC. Royal Alliance Associates, Ins. Is separately owned and other entities and/or marketing names, products, or services reference here are independent of Royal Alliance Associates, Inc.

About Signature Estate & Investment Advisors, LLC

Signature Estate & Investment Advisors, LLC (SEIA) is a Registered Investment Advisory firm offering Investment Management and Financial Planning Services in the Greater Los Angeles and Silicon Valley area. We provide an enduring advisory partnership focused solely on helping achieve and exceed your long-term goals and objectives.

We act as a fiduciary with your best interests always at heart. Our team of experienced professionals addresses your unique goals and objectives with an unbiased investment, estate or financial plan. Our commitment to successful wealth management is built upon deeply-rooted and meaningful client relationships.
 

General Information

States Willing to do Business in:   
States Licensed in:    AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY
Insurance License#:    0657377
SEC File#:    801-56288
Firm CRD#:    108163
CRD#:    1263061
I work with the following types of clients:    Non-Profit Organizations, Businesses, Individual Investors
Work Experience:    +30 Years
Number of Years with Current Firm:    +30
Years of Experience in Financial Services:    +30
Name of Custodial Firm:    Charles Schwab & Fidelity Investments
Name of Broker/Dealer:    Royal Alliance Associates, Inc
 

Services

I can meet clients in the following ways:    Video Conference, Via email, Via phone, 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, Disability
Securities Licenses:    Series 65, Series 63, Series 24, Series 22, Series 7, Series 6
Certifications, Accreditations & Designations:    MS Financial Planning, Chartered Mutual Fund Counselor (CMFC®), CERTIFIED FINANCIAL PLANNER™ Certificant, Accredited Investment Fiduciary® (AIF)
 

Firm Information

Assets Managed by Firm:    $9.4 Billion
 

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:    $500,000
 
 
 

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