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Brian Holmes, MS, CFP®, CMFC, AIF®

Signature Estate & Investment Advisors, LLC

2121 Avenue of the Stars
Suite 1600

Los Angeles, CA 90067
(310) 7122327

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

Firm Start Year

1997

No.of Employees

100-499

CRD#

1263061

Firm CRD#

108163

Insurance License#

0657377

Name of Broker/Dealer

Royal Alliance Associates, Inc

Name of Custodial Firm

Charles Schwab & Fidelity Investments

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

Years of Experience in Financial Services

+30

Number of Years with Current Firm

+30

Work Experience

+30 Years

I work with the following types of clients

Non-Profit Organizations, Individual Investors, Businesses

Services

Investment Types

Options & Futures, Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments

I can meet clients in the following ways

At my office, At your office, At your home, Via email, Via phone, Video Conference

Qualifications & Membership

Certifications, Accreditations & Designations

CERTIFIED FINANCIAL PLANNER™ Certificant, MS Financial Planning, Chartered Mutual Fund Counselor (CMFC®), Accredited Investment Fiduciary® (AIF)

Securities Licenses

Series 22, Series 6, Series 7, Series 24, Series 63, Series 65

Insurance and Annuity Licenses

Disability, Life, Variable Annuity, Long Term Care, Variable Life

Firm Information

Assets Managed by Firm

$9.4 Billion

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts

$500,000

Education

Bachelor of Science - Psychology with an Emphasis in Business Admin

UCLA
1979 - 1983

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.