![Brian David Holmes](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Brian David Holmes
Algemeen Directeur bij Signature Estate & Investment Advisors LLC
Profiel
Mr. Brian D.
Holmes is a President & Chief Executive Officer at Signature Estate & Investment Advisors LLC.
He is one of SEIA’s four founding partners, who have shared over two decades of teamwork together and he currently sits on SEIA’s investment committee.
He has been in the investment management business for over 35 years.
Mr. Holmes is a past member of the Schwab Institutional Advisory Board and served on the UCLA Department of Economics Board of Visitors to enhance the curriculum of the Business Economics major.
Many notable clients, executive groups, corporations and universities have retained him for lectures, including guest lectures in UCLA’s undergraduate Economics and Investments classes.
He is involved with numerous charities in the Southern California area.
He received his Bachelor of Science degree with an emphasis in Business Administration from UCLA in 1983.
Additionally, in 1994, he received a Master of Science degree in Financial Planning from the College of Financial Planning.
He earned his CERTIFIED FINANCIAL PLANNER certification in 1988, after completing the professional education program through the Certified Financial Planner Board of Standards, Inc., he also earned his Chartered Mutual Fund Counselor.
In 2011, Brian earned the Accredited Investment Fiduciary professional designation from Fiduciary360, receiving formal training in investment fiduciary responsibility.
He is also a licensed insurance agent.
Actieve functies van Brian David Holmes
Bedrijven | Functie | Begin |
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Signature Estate & Investment Advisors LLC
![]() Signature Estate & Investment Advisors LLC Investment ManagersFinance Signature Estate & Investment Advisors LLC (SEIA) is a SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded by Brian D. Holmes in 1997. They are wholly owned by Signature Financial Service Group LLC, which is owned primarily by a consortium of employees and investors through Reverence Capital Partners Opportunities Fund V LP. SEIA provides investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations and other businesses. | Algemeen Directeur | 01-01-1997 |
Opleiding van Brian David Holmes
University of California, Los Angeles | Undergraduate Degree |
The College of Financial Planning Institutes Corp. | Graduate Degree |
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Signature Estate & Investment Advisors LLC
![]() Signature Estate & Investment Advisors LLC Investment ManagersFinance Signature Estate & Investment Advisors LLC (SEIA) is a SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded by Brian D. Holmes in 1997. They are wholly owned by Signature Financial Service Group LLC, which is owned primarily by a consortium of employees and investors through Reverence Capital Partners Opportunities Fund V LP. SEIA provides investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations and other businesses. | Finance |