Timothy Voorhees, financial advisor Costa Mesa CA

Timothy Voorhees

CRD Number: 856280
Current Firm: Tax Efficient Asset Management Solution, Inc.

Timothy Voorhees (CRD# 856280) is an Investment Advisor Representative working at Tax Efficient Asset Management Solution, Inc. in Costa Mesa, CA and has over 36 years of experience in the finance industry.

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Company Name Location Dates Years
Matsen Voorhees Mintz, LLP Costa Mesa, CA Dec 2011 - Current 10
Voorhees Intellectual Property, LLC Costa Mesa, CA Dec 2008 - Current 13
Tax Efficient Asset Management Solution Inc. Costa Mesa, CA Jun 2008 - Current 14
Vision Funders, Inc. Dba Family Office Services, Inc. Costa Mesa, CA Jan 2006 - Current 16
Wealth Counselor Network Costa Mesa, CA Jan 2002 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1986
S65 NASAA Investment Advisors Law Examination Oct 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Timothy L. Voorhees
Phone Number: 949-878-9400
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    103
    MILLIONS
  • Total Number of Accounts
    229
    ACCOUNTS
  • Average Account Value
    $449,512
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, NC, TX

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