Local ranked high

Barron’s Magazine has ranked Malibu resident Brian Holmes, president and CEO of Signature Estate and Investment Advisors, LLC, in the Top 25 of America’s Top 100 Independent Financial Advisors for the third consecutive year.

Holmes is the only advisor from Los Angeles and Orange County to make the influential list all three years of its existence, and one of only two advisors from Southern California to make the list all three years. Scores are based on each advisor’s assets under management, contribution to the firm’s revenues and profits, and indications of service quality.

Holmes, one of four founding partners of SEIA, a boutique wealth management firm, is a UCLA graduate and has served in the securities and insurance business since 1984. He is a Certified Financial Planner professional and also holds a master’s degree in financial services.

Previous articleBy Pam Linn
Next articleProfiles in MHS Sports
13StarsManager
https://malibutimes.com
The Malibu Times is the first newspaper in Malibu, serving the community since 1946.

Related Articles

- Advertisement - spot_img

Advertisement

Latest Articles

%d bloggers like this: