Advisor in Newport Beach, California at Signature Estate and Investment Advisors Inc

Signature Estate & Investment Advisors, LLC (SEIA) is a Registered Investment Advisory firm with over $11 billion across 16 advisory practices in 5 locations across the country. For over 20 years our growth has primarily been through organic client acquisition and building out advisor support and infrastructure. SEIA is now looking for established investment advisors who are looking to take their practice to a higher, more independently owned level.

Our unique value proposition hinges on the firm’s role of being a platform by advisors for advisors. Each advisor is an independent contractor, owning their own book of business. With the founding partners also having advisory practices, the firm’s future and management is driven by the advisors it serves. Our track record of retention speaks volumes of our culture.

• Book of 50 to 200 million
• Clean U-4
• Series 7, 66 and insurance license
• Desire to grow your book
• Belief in continuing advanced education and designations

• Extremely high payout grids that have never gone down.
• Full office support so you only focus on client relations.
• A Culture of sharing best practices and collaboration.