Brian D. Holmes MS, CFP®, AIF®, CMFC®, President and CEO Signature Estate and Investment Advisors

2121 Avenue of the Stars, Suite 1600
Los Angeles, CA 90067 310.712.2323

Brian D. Holmes, MS, CFP…For nine consecutive years (2007–2015), Mr. Holmes has ranked in the top 25 in the Barron’s annual list of the Top 100 Independent Financial Advisors. He has been in the securities and insurance business since 1984 and is the managing partner of the Century City branch of Signator Investors Inc. Mr. Holmes is a past member of the Schwab Institutional Advisory Board and the UCLA Department of Economics Board of Visitors. He received his bachelor of science degree from the University of California–Los Angeles. A 29-year resident of Malibu, Calif., Mr. Holmes is involved with numerous charities throughout Southern California.

At a Glance

Minimum Net Worth Requirement

$1 million investment services); $5 million (Private Client Group)

Financial Services Experience

34 years

Compensation Method

Asset-based and fixed fees

Primary Custodian for Investor Assets

Charles Schwab and Fidelity Investments

Association Member Investment Advisor Association, Financial Planning Association, UCLA Department of Economics Board of Visitors, Financial Services Institute, National Association of Insurance and Financial Advisors
Assets Under Management $6.3 billion (firm, as of 3/31/17)
Minimum Fee for Service None
professional services provided
  • Investment advisory and money management services
  • estate, retirement, corporate benefits, income tax and insurance planning

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