Tamar Securities, LLC

Tamar Securities, LLC (CRD# 153991) is a financial advisory firm headquartered in Woodland Hills, CA. They manage $206,682,896 in 762 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    207
    MILLION
  • Total Number of Accounts
    762
    ACCOUNTS
  • Average Account Value
    $271,237
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, LA, NC, NJ, NY, TX

Financial Advisors at Tamar Securities, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Franklin M. Parks
CRD#: 1724279
Woodland Hills, CA
93
Wealthminder
score

Franklin Parks (CRD# 1724279) is an Investment Advisor Representative working at Tamar Securities, LLC in Woodland Hills, CA and has over 25 years of experience in the finance industry.

2
Dominick S. Savo
CRD#: 2973281
21031 Ventura Boulevard, Ste 1101, Woodland Hills, CA 91364
93
Wealthminder
score

Dominick Savo (CRD# 2973281) is an Investment Advisor Representative working at Tamar Securities, LLC in Woodland Hills, CA and has over 18 years of experience in the finance industry.

3
Amit R. Stavinsky
CRD#: 2255541
21031 Ventura Boulevard, Ste. 1101, Woodland Hills, CA 91364
93
Wealthminder
score

Amit Stavinsky (CRD# 2255541) is an Investment Advisor Representative working at Tamar Securities, LLC in Woodland Hills, CA and has over 24 years of experience in the finance industry.

4
Yaniv Grinberg
CRD#: 6051840
Tarzana, CA
90
Wealthminder
score

Yaniv Grinberg (CRD# 6051840) is an Investment Advisor Representative working at Tamar Securities, LLC in Tarzana, CA and has over 4 years of experience in the finance industry.

5
Michelle M. Milley
CRD#: 4579407
21031 Ventura Boulevard, Ste 1101, Woodland Hills, CA 91364
90
Wealthminder
score

Michelle Milley (CRD# 4579407) is an Investment Advisor Representative working at Tamar Securities, LLC in Woodland Hills, CA and has over 14 years of experience in the finance industry.

6
Tobie A. Rodriguez
CRD#: 4855127
21031 Ventura Boulevard, Ste 1101, Woodland Hills, CA 91364
83
Wealthminder
score

Tobie Rodriguez (CRD# 4855127) is an Investment Advisor Representative working at Tamar Securities, LLC in Woodland Hills, CA and has over 11 years of experience in the finance industry.

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