Javier Orozco (CRD# 1986656) is an Investment Advisor Representative working at Tamar Securities, LLC in Woodland Hills, CA and has over 32 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Oct 2021 - Current | 2 |
| Tamar Securities, LLC | Woodland Hills, CA | Sep 2021 - Current | 2 |
| Unemployed | Chatsworth, CA | Oct 2019 - Sep 2021 | 1 |
| Morgan Stanley | Sherman Oaks, CA | Aug 2019 - Oct 2019 | < 1 |
| Td Ameritrade | Northridge, CA | Apr 2019 - Jun 2019 | < 1 |
| Quiktrak Ink | Oregon, WA | Nov 2018 - Apr 2019 | < 1 |
| Unemployed | Chatsworth, CA | Sep 2018 - Apr 2019 | < 1 |
| Unionbanc Investment Services | Glendale, CA | Jun 2018 - Sep 2018 | < 1 |
| Unemployed | Chatsworth, CA | Mar 2018 - Jun 2018 | < 1 |
| Scottrade, Inc. | Valencia, CA | Jul 2007 - Mar 2018 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1991 |
| S66 | NASAA Uniform Combined State Law Examination | May 2017 |
- CA
-
Total Assets Under Management1,089MILLIONS
-
Total Number of Accounts5,816ACCOUNTS
-
Average Account Value$187,281
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, FL, ID, LA, MA, NC, NH, NJ, NV, NY, OR, TN, TX, UT, WA
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