Brian David Holmes

Directeur Général chez Signature Estate & Investment Advisors LLC

Profil

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.

Postes actifs de Brian David Holmes

Sociétés	Poste	Début
Signature Estate & Investment Advisors LLC	Directeur Général	01/01/1997

Formation de Brian David Holmes

The College of Financial Planning Institutes Corp.	Graduate Degree
University of California, Los Angeles	Undergraduate Degree