Tamar Securities, LLC

Tamar Securities, LLC (CRD# 153991) is a financial advisory firm headquartered in Woodland Hills, CA. They manage $230,117,710 in 813 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    230
    MILLION
  • Total Number of Accounts
    813
    ACCOUNTS
  • Average Account Value
    $283,048
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 - 7 of 7 top financial advisors.
1
Yaniv Grinberg
CRD#: 6051840
Tarzana, CA
93
Wealthminder
score

Yaniv Grinberg (CRD# 6051840) is an Investment Advisor Representative working at Tamar Securities, LLC in Tarzana, CA and has over 5 years of experience in the finance industry.

2
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 26 years of experience in the finance industry.

3
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 20 years of experience in the finance industry.

4
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 25 years of experience in the finance industry.

5
Tobie A. Rodriguez
CRD#: 4855127
21031 Ventura Boulevard, Ste 1101, Woodland Hills, CA 91364
88
Wealthminder
score

Tobie Rodriguez (CRD# 4855127) is an Investment Advisor Representative working at Tamar Securities, LLC in Woodland Hills, CA and has over 13 years of experience in the finance industry.

6
Michelle M. Milley
CRD#: 4579407
21031 Ventura Boulevard, Ste 1101, Woodland Hills, CA 91364
81
Wealthminder
score

Michelle Milley (CRD# 4579407) is an Investment Advisor Representative working at Tamar Securities, LLC in Woodland Hills, CA and has over 15 years of experience in the finance industry.

7
Richard A. Mason
CRD#: 4494033
21031 Ventura Boulevard, Suite 1101, Woodland Hills, CA 91364
69
Wealthminder
score

Richard Mason (CRD# 4494033) is an Investment Advisor Representative working at Tamar Securities, LLC in Woodland Hills, CA and has over 16 years of experience in the finance industry.

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