advisors

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

Brian D. Holmes, MS, CFP®, CMFC, AIF® is the President and CEO of SEIA. He is one of SEIA’s four founding partners, who have shared over two decades of teamwork together, and is currently the Managing Partner and Principal of Signator Investors, Inc.’s Century City, Newport Beach, South Bay, Pasadena and Tyson’s Corner branches. His specialties include estate planning, corporate benefits and retirement planning. Brian has been in the investment management and insurance business for over 30 years, maintaining a successful independent private practice for over 300 clients.  Brian is not only the sole advisor from Los Angeles and Orange Counties to make the elite Barron’s list all eleven years of its existence, but also one of only two advisors from Southern California to make the list all 11 years.

 

Array
(
)
688         Brian D. Holmes                

At a Glance

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

  • 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
  • Education

    UCLA, Bachelors of Science & Business Administration, College of Financial Planning, Master of Science Degree in Financial Services (MS), Certified Financial Planner (CFP®) Accredited Investment Fiduciary (AIF®)

Disclaimer: Worth magazine is a financial publisher and does not recommend or endorse investment, legal, insurance or tax advisors. The listing of any firm in the 2018 Worth® Leading AdvisorsTM Program does not constitute a recommendation or endorsement by Worth magazine of any such firm and is not based upon Worth magazine’s experience with, or prior dealings with, any advisor. The information presented for each advisor, including but not limited to any related profile, statistical data, presentation, report, commentary, recommendation or strategy, has been provided by such advisor without review or independent verification by Worth magazine. Any such information is the sole responsibility of the advisor. Worth magazine makes no representation or warranty as to the accuracy or completeness of such information, assumes no liability for any inaccuracies or omissions therein and disclaims responsibility for the suitability of any particular investment recommendation or strategy for any person. Nothing contained in Worth magazine constitutes or should be construed as any form of investment, legal, insurance or tax advice or as a recommendation to buy, sell, hold or trade any securities, financial instruments or assets. Readers are advised to consult their legal, financial, insurance and tax advisors prior to making any investment or pursuing any investment strategy. Past, model or hypothetical performance is not indicative of future results.

back to top