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Signature Estate & Investment Advisors, LLC
2121 Avenue of the Stars, Suite 1600 Los Angeles, CA 90067	(310) 601-4059 Visit Website

Advisor Profile

Name:	Paul Taghibagi, CFP®
Phone Number:	(310) 601-4059
Website:	Visit Website

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Disclaimer

Securities Offered through Signator Investors, Inc., Member FINRA, SIPC

2121 Avenue 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.

General
FAQ

Business Description

Welcome to Signature Estate & Investment Advisors, LLC

Signature Estate & Investment Advisors, LLC (SEIA®) is a Registered Investment Advisory firm offering Investment Management and Financial Planning Services tailored to meet the unique needs of affluent individuals, institutions, and corporations.

SEIA's reputation is earned on a daily basis, in each client relationship and professional affiliation we maintain. Accordingly, these values shape our firm:

SEIA mandates extensive and comprehensive requirements for all advisors in the areas of accredited degrees, professional designations, licensing, and ethics requirements

Continuous enhanced education and experience enable our Certified Financial Planners (CFP®) and Chartered Financial Analysts (CFA®) to design individually tailored strategies and provide relationship-based financial advice meeting both the short and long term goals of each client

Confidential, unbiased, high quality financial advice is the core of our wealth management strategies

General Information

Gender:

Male

CRD#:

2075689

Firm CRD#:

468

Insurance License#:

0798553

Name of Broker/Dealer:

Signator Investors, Inc.

Name of Custodial Firm:

Charles Schwab & Fidelity

States Licensed in:

Years of Experience in Financial Services:

Number of Years with Current Firm:

Work Experience:

I work with the following types of clients:

Individual Investors, Businesses

Education

Academic Background

BA Business Economics - University of California, Santa Barbara (1990)

Services

Investment Types:

Exchange Traded Funds (ETFs), Options & Futures, Bonds, Stocks, Annuities, Mutual Funds, Insurance

Qualifications & Memberships

Certifications, Accreditations & Designations:

CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Financial Consultant (ChFC®)

Securities Licenses:

Series 22, Series 6, Series 7, Series 24, Series 63

Insurance and Annuity Licenses:

Long Term Care, Variable Life, Disability, Variable Annuity, Annuity, Health, Life

Firm Information

Number of Advisors in Office:

10 - 99 employees

Firm's Number of Clients:

1500

Assets Managed by Firm:

$1.4 Billion

Advisor's Number of Managed Clients:

200

Assets Managed by Advisor:

$190,000,000

Compliance

Registered Investment Advisor:

Yes

Registered Representative:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

I am a fee-based financial professional:

Yes

Minimum Portfolio Size for New Managed Accounts:

$250,000

Compensation Methods:

Based on Assets

Fee % Based on Assets:

Additional Details on Charges:

The Actual fee for any portfolio is negotiated based on the unique objectives of each client,the complexity of the investment plan,the types of assets held in the account, and other factors.

Minimum Fee Charged for Managed Accounts:

$3,500

Prepared By:

Paul Taghibagi, CFP®

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