Brian
Holmes
Seia
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About this Advisor
Brian Holmes is a certified financial planner based in Los Angeles, California with 26 years of relevant experience. Holmes is currently employed by Seia. During their career, the advisor has held roles at Signator Investors, Inc, Signature Estate & Investment Advisors, Signature Investment Advisors, LLC, Signature Intelligent Portfolios, LLC and Royal Alliance Associates, Inc. Holmes maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in California, Colorado, Nevada, New York, Texas and Washington. Seia is a financial advisory company that has its headquarters in Los Angeles, CA. The investment advisory business has offices in 12 locations and a total of 98 advisors. It has $12 billion in assets under management across its 17,180 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 16 charitable organizations. Of its 17,180 client accounts, 62% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors largely vary depending on the type of services provided. However, fees billed by Seia most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Seia Brokerage Details
$11,665,897,705
98
17,180
$679,039
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
Brian has been registered as a financial advisor for 26 years.*
Royal Alliance Associates, Inc
Signature Intelligent Portfolios, LLC
Signature Investment Advisors, LLC
Signature Estate & Investment Advisors
Signator Investors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Redondo Beach, CA
Los Angeles, CA
Houston, TX
Los Angeles, CA
Irvine, CA
Los Angeles, CA
Los Angeles, CA
Redondo Beach, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
