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 26 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 19 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 25 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 15 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 12 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.