the 100 largest money top 100 ria list 2015 - seia city | newport beach ... printed august 9, 2016....
TRANSCRIPT
Century City | Newport Beach | Redondo Beach | Pasadena | Tysons Corner, VA
ACCOLADES
Media Highlights
Media Acknowledgements
Top 100 Wealth Manager in the U.S. 2015
Top 300 Registered Investment Adviser List 2016
Top 100 Independent Financial Advisors 2015
Brian D. Holmes
Media highlights
Top 100 RIA List 2015The 100 Largest Money Management Firms 2016
Ranked by Assets Managed
national news
Paul Taghibagi, Senior Partner, quoted in What Should You Do With That 401(k) When You Retire?
Mark Copeland, Senior Partner, quoted in Why Bonds Are Important For Investors
Leading Wealth and Legal Advisors 2010-2015
Brian D. Holmes, Gary K. Liska, Mark Copeland,
Theodore E. Saade, Jennifer Kim, Vince A. DiLeva
Deron McCoy, quoted in Where to Stash Your Cash
Printed August 9, 2016. For the most current listing of accolades and news please visit SEIA.com
*Registered Representative/Securities Offered through Signator Investors, Inc., Member FINRA, SIPC, 2121 Ave of the Stars, Suite 1600, Los Angeles, CA 90067 (310) 712-2323. SEIA, LLC and its investment advisory services are offered independent of Signator Investors, Inc. and any subsidiaries or affiliates. Printed August 9, 2016. For the most current listing of accolades and news please visit SEIA.com. SEIA does not make any
representations or warranties regarding the accuracy or completeness of content provided by third parties. SEIA does not necessarily approve content published by third parties, and SEIA is not responsible for such content. No information contained in third-party articles constitutes a recommendation by SEIA to buy, sell or hold any security or financial product. Third-party ratings and awards should not be construed as endorsement of SEIA nor
should it be inferred that the rating or award represents the experience of any clients. For more information on the criteria on which ratings and awards were based, please contact us at 1-800-723-5115.
national news con’t
Brian Holmes, President & CEO, featured in Barron's Names SEIA CEO Brian Holmes as a Top independant Financial Advisor For Nine Consecutive Years
Theodore Saade, Senior Partner, quoted in When $1.5 Million Isn't Enough For Retirement
Eric Pritz, Partner, quoted in Financial Tips for Career Changers
Also featured in
PULSESUMMER 2014
H E A LT H Y L I V IN G F O R T H E SO U T H BAY
A FEW STEPS MOREFOR ONE SOUTH BAY NATIVE, DISCIPLINE IS THE NAME OF THE GAME
BRANDON MATSON
LOCAL NEWS
Mark Copeland, Founding Partner, quoted in Wealth Management Q&A
Jennifer Kim, Senior Partner, regularly featured in KoreAm
Gary Liska, Founding Partner, publishes article Your Year-End Financial Checklist: Seven Aspects of Your Financial Life to Review as the Year Draws to a Close
Fritz Miller, Partner, publishes article Miller Takes Big Picture Approach To Retirement
Vince DiLeva, Senior Partner featured in Finance & Wealth Manage-ment Profiles
PALISADES LIFE
Vince DiLeva, Senior Partner, quoted in Is Your Financial Advisor A Good Curator?