Unclaimed Profile

Brian David Holmes

SIGNATURE INVESTMENT ADVISORS, LLC·LOS ANGELES, California

SIE, Series 6, Series 7, Series 22, Series 24, Series 51, Series 63, Series 65CFPClean record29 years registeredSIGNATURE INVESTMENT ADVISORS, LLC

2121 AVENUE OF THE STARS, LOS ANGELES, CA 90067-5040CRD# 1263061Firm CRD# 160715

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian David Holmes · LOS ANGELES, CA

Registration

CRD #1263061 · SIGNATURE INVESTMENT ADVISORS, LLC · 29 years registered

Brand Profile

Not yet started

Career History

SIGNATURE INVESTMENT ADVISORS, LLC

May 2012 – present

SEIA

May 1997 – present

SIGNATURE INTELLIGENT PORTFOLIOS, LLC

Aug 2015 – Dec 2025

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 24

Series 51

Series 63

Series 65

Registration record

First registered · May 12, 1997

Years registered · 29

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SIGNATURE INVESTMENT ADVISORS, LLC

CRD 160715 · SEC 801-76593

AUM

$4.9B

Regulatory assets under management

Employees

13,514 client accounts

Services offered by SIGNATURE INVESTMENT ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at SIGNATURE INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Brian David Holmes offer?

Brian David Holmes specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LOS ANGELES, California for a consultation.

What are Brian David Holmes's credentials?

Brian David Holmes holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Brian David Holmes located?

Brian David Holmes is based in LOS ANGELES, California, working with SIGNATURE INVESTMENT ADVISORS, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does Brian David Holmes charge for services?

Brian David Holmes's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SIGNATURE INVESTMENT ADVISORS, LLC?

SIGNATURE INVESTMENT ADVISORS, LLC has approximately 13 employees and manages $4.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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