| Advisor Profile |
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| Name: |
Brian Holmes, MS, CFP®, CMFC, AIF® |
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Disclosure Link:
WiserAdvisor provides referr...
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| Disclaimer |
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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. |
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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. |
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General Information |
| Years of Experience in Financial Services: |
+30
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| Work Experience: |
+30 Years
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| 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
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| Name of Custodial Firm: |
Charles Schwab & Fidelity Investments
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| Number of Years with Current Firm: |
+30
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| Insurance License#: |
0657377
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| Work with the following types of clients: |
Businesses, Individual Investors, Non-Profit Organizations
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| Name of Broker/Dealer: |
Royal Alliance Associates, Inc
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| Advisory Services Provided: |
Tax Advice and Services, Financial Planning for Businesses, Financial Planning for Individuals, Portfolio Management, Estate Planning & Trusts, Insurance Planning
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Services |
| Investment Types: |
Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments
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| Can meet clients in the following ways: |
Your Office, Email, Phone, Our Office, Your Home, Video Conference
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
MS Financial Planning, Accredited Investment Fiduciary® (AIF), CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Mutual Fund Counselor (CMFC®)
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| Securities Licenses: |
Series 6, Series 7, Series 22, Series 24, Series 63, Series 65
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| Insurance and Annuity Licenses: |
Variable Life, Long Term Care, Variable Annuity, Life, Disability
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Firm Information |
| Assets Managed by Firm: |
$9.4 Billion
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Compensation and Fees |
| Minimum Portfolio Size for New Managed Accounts: |
$500,000
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