BH
CFP
BH
CFP

Brian David Holmes

41 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
2 advisors
Number of Clients
161 clients
Average Client Portfolio
$65K average
Assets Under Management
$10.5M

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
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Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Brian is the CEO of SEIS, LLC, which focuses on fixed insurance, and spends minimal time on this. He also owns rental real estate and Malibu 3-Day Eventing, LLC, dedicating minimal time to each, and is the CEO of two affiliated RIAs, SEIA (nearly full-time) and SIA LLC (a few hours per week).

Employment History
Current Registrations
Signature Estate Securities, LLCBroker
August 2023 - Present · 2 yrs 6 mos
Signature Intelligent Portfolios, LLC
August 2015 - Present · 10 yrs 6 mos
Signature Investment Advisors, LLC
May 2012 - Present · 13 yrs 9 mos
Seia
May 1997 - Present · 28 yrs 9 mos
Previous Registrations
Osaic Wealth, INC.Broker
November 2018 - August 2023 · 4 yrs 9 mos
Signator Investors, INC.Broker
July 1984 - November 2018 · 34 yrs 4 mos
John Hancock Mutual Life Insurance CompanyBroker
July 1984 - May 1997 · 12 yrs 10 mos
State Registrations14 states
CACOFLGALAMAMDNJNVNYSCTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.