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
Phone Number
Advisor Profile
Brian Holmes, MS, CFP, CMFC, AIF
Name:  Brian Holmes, MS, CFP, CMFC, AIF
Website:  Visit Website

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

CRD#:    1263061
Firm CRD#:    108163
SEC File#:    801-56288
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
States Willing to do Business in:   
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 & Memberships

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
 
 
 
Prepared By: Brian Holmes, MS, CFP, CMFC, AIF

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