Tamar Securities, LLC

Tamar Securities, LLC (CRD# 153991) is a financial advisory firm headquartered in Woodland Hills, CA. They manage $1,089,228,509 in 5,816 accounts and serve the financial needs of clients across 17 states (or territories).

Current Firm Details
22466 Ventura Boulevard, Woodland Hills, CA 91364
https://www.facebook.com/tamarsecurities
By the Numbers
  • Total Assets Under Management
    1,089
    MILLION
  • Total Number of Accounts
    5,816
    ACCOUNTS
  • Average Account Value
    $187,281
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, ID, LA, MA, NC, NH, NJ, NV, NY, OR, TN, TX, UT, WA

Financial Advisors at Tamar Securities, LLC
Showing 11 - 14 of 14 top financial advisors.
11
Bradley Cotner, financial advisor Woodland Hills CA
Bradley M. Cotner
CRD#: 7885641
22466 Ventura Boulevard, Woodland Hills, CA 91364

Bradley Cotner (CRD# 7885641) is an Investment Advisor Representative working at Tamar Securities, LLC in Woodland Hills, CA and has 1 year of experience in the finance industry.

12
Daniel Itzhaki, financial advisor Woodland Hills CA
Daniel S. Itzhaki
CRD#: 7247396
22466 Ventura Boulevard, Woodland Hills, CA 91364

Daniel Itzhaki (CRD# 7247396) is an Investment Advisor Representative working at Tamar Securities, LLC in Woodland Hills, CA and has over 4 years of experience in the finance industry.

13
Melody Nekourouh, financial advisor Woodland Hills CA
Melody Nekourouh
CRD#: 7845846
22466 Ventura Boulevard, Woodland Hills, CA 91364

Melody Nekourouh (CRD# 7845846) is an Investment Advisor Representative working at Tamar Securities, LLC in Woodland Hills, CA and has 1 year of experience in the finance industry.

14
Trevor O'shaughnessy, financial advisor Woodland Hills CA
Trevor T. O'shaughnessy
CRD#: 7544553
22466 Ventura Boulevard, Woodland Hills, CA 91364

Trevor O'shaughnessy (CRD# 7544553) is an Investment Advisor Representative working at Tamar Securities, LLC in Woodland Hills, CA and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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