Brian David Holmes, CFP

Overview

Brian David Holmes is an insurance agent, a registered representative and an investment adviser representative based in Los Angeles, CA, with 42 years in the industry.

Years in the industry

42

States licensed

4

States registered

10

Carrier appointments

22

Contact

2 business emails and 3 phone numbers on file

Registrations and licenses

• Licensed in 4 states
• Registered in 10 states

• Producer
• Series 22
• Series 24
• Series 51
• Series 6
• Series 63
• Series 65
• Series 7
• SIE

3 lines of authority, with every state and its dates

Firms

• Signature Estate Securities, LLCCurrent firm
• SeiaCurrent firm

Employment history since 1984

Carriers

22 active carrier appointments

Book and practice

Firm assets under management on file