Brian
Holmes
Seia
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About this Advisor
Brian Holmes is a financial advisor based in Los Angeles, California, working with Seia. Brian has previously held positions at Signator Investors, Inc, Seia LLC, Sia LLC, Sip LLC, Royal Alliance Associates, Inc, and Ses Inc. Brian has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Colorado, Nevada, New York, Texas, and Washington. Currently, Brian is part of Seia, which operates out of Los Angeles, California. The firm has 22 offices and 138 employees. The firm manages assets totaling $14.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Seia includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Seia Brokerage Details
$14,211,502,743
138
18,483
$768,896
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Brian Holmes Work History
Ses Inc
Sip LLC
Sia LLC
Seia LLC
Royal Alliance Associates, Inc
Signator Investors, Inc
Disclosures
Please visit the SEC profile of Brian Holmes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Seia
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Newport Beach, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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