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Gorge S

Series 65

Woodland Hills, CA

Tamar Securities, LLC

Gorge Salcedo is a financial advisor at Tamar Securities, LLC with two years of industry experience. He holds a Series 65 designation and previously worked for seven years at Candu Plumbing & Rooter. Outside of his advisory role, he owns and operates a private fitness gym. Tamar Securities provides discretionary portfolio management, financial planning, and consulting services to a diverse client base, managing approximately $1.52 billion in assets through a multi-advisor team of 17.

Active portfolio management Passive / index investing Real estate investing Wealth management Retired Founder/Business Owner
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Javier O

Series 63, Series 66

Woodland Hills, CA

Tamar Securities, LLC

Javier Orozco is a financial advisor with Tamar Securities, LLC, holding Series 63 and Series 66 credentials and over 30 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, Morgan Stanley, TD Ameritrade, and Scottrade, among others. Tamar Securities, LLC advises individuals, charitable organizations, pension and profit-sharing plans, and corporations, managing approximately $1.30 billion in assets. The firm employs a combination of top-down sector and quantitative analysis alongside bottom-up security selection, offering discretionary portfolio management, financial planning, and access to multiple model-portfolio programs.

Active portfolio management Passive / index investing Real estate investing Wealth management Retired Founder/Business Owner
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Mark B

Series 63, Series 65

Woodland Hills, CA

Tamar Securities, LLC

Mark Benavides is a financial advisor at Tamar Securities, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pfs Investments Inc. and Primerica Financial Services. Tamar Securities advises individuals, charitable organizations, pension and profit-sharing plans, and corporations, managing approximately $1.30 billion in assets. The firm employs a combination of top-down sector analysis and bottom-up security selection, offering discretionary portfolio management, financial planning, and access to multiple model-portfolio programs.

Active portfolio management Passive / index investing Real estate investing Wealth management Retired Founder/Business Owner
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Andrew S

Series 66

Woodland Hills, CA

Tamar Securities, LLC

Andrew Scott is a financial advisor at Tamar Securities, LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at Ameritas Advisory Services, Ameritas Investment Company, and Capstone Financial Group. Outside of his advisory role, he is active as a tasker with Taskrabbit. Tamar Securities, LLC advises individuals, charitable organizations, pension and profit-sharing plans, and corporations, managing approximately $1.30 billion in assets. The firm employs a combination of top-down sector analysis and bottom-up security selection, offering discretionary portfolio management, financial planning, and access to multiple model-portfolio programs.

Active portfolio management Passive / index investing Real estate investing Wealth management Retired Founder/Business Owner
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Amit S

Series 63, Series 65

Woodland Hills, CA

Tamar Securities, LLC

Amit Stavinsky is a financial advisor with Tamar Securities, LLC in Woodland Hills, CA, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has worked at Pursche Kaplan Sterling and Tamar Securities since 2010. Outside of his advisory role, he serves as president of Brighton Advisory Group, where he reviews estate assets, wills, trusts, and insurance needs. Tamar Securities, LLC advises individuals, charitable organizations, pension and profit-sharing plans, and corporations, managing approximately $1.30 billion in assets. The firm employs a combination of top-down sector and “Super Cycle” analysis with bottom-up security selection and quantitative screening, offering discretionary portfolio management, financial planning, and access to multiple model-portfolio programs.

Active portfolio management Passive / index investing Real estate investing Wealth management Retired Founder/Business Owner
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Eric L

CFP®, Series 66

Woodland Hills, CA

Tamar Securities, LLC

Eric Lecours is a CFP®-designated financial advisor with 10 years of industry experience. He is currently with Tamar Securities, LLC and has prior experience at Purshe Kaplan Sterling Investments, Silversage Advisors, Geneos Wealth Management, Bank of America, and Merrill Lynch. Lecours also operates under the DBA Firefighter's United, providing financial planning and wealth management services. Tamar Securities, LLC advises individuals, charitable organizations, pension and profit-sharing plans, and corporations, managing approximately $1.30 billion in assets. The firm combines top-down sector and “Super Cycle” analysis with bottom-up security selection and quantitative screening, offering discretionary portfolio management, standalone planning, and access to multiple model-portfolio programs.

Active portfolio management Passive / index investing Real estate investing Wealth management Retired Founder/Business Owner
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David S

Series 66

Woodland Hills, CA

Tamar Securities, LLC

David Sirin is a financial advisor at Tamar Securities, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at Purshe Kaplan Sterling Investments, TD Ameritrade, Inc., and operated Siren Laboratories, LLC. Tamar Securities advises individuals, charitable organizations, pension and profit-sharing plans, and corporations, managing approximately $1.30 billion in assets. The firm combines top-down sector and “Super Cycle” analysis with bottom-up security selection and quantitative screening, offering discretionary portfolio management, financial planning, and access to multiple model-portfolio programs.

Active portfolio management Passive / index investing Real estate investing Wealth management Retired Founder/Business Owner
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Dominick S

Series 63, Series 65

Woodland Hills, CA

Tamar Securities, LLC

Dominick Savo is a financial advisor at Tamar Securities, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Tamar Securities since 2015. Outside of his advisory role, he is involved in ownership of a restaurant group operating ten locations in Southern California. Tamar Securities advises individuals, charitable organizations, pension and profit-sharing plans, and corporations, managing approximately $1.30 billion in assets. The firm employs a combination of top-down sector analysis and bottom-up security selection across discretionary portfolio management, financial planning, and multiple model-portfolio programs.

Active portfolio management Passive / index investing Real estate investing Wealth management Retired Founder/Business Owner
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Daniel I

Series 65

Woodland Hills, CA

Tamar Securities, LLC

Daniel Itzhaki is a financial advisor with Tamar Securities, LLC, holding a Series 65 designation and six years of industry experience. He has been with Tamar Securities since 2020 and previously worked at Moorpark College and LI Investments, LLC. He also has experience in education, having worked at California State University, Northridge and Yeshiva University High School. Tamar Securities, LLC provides discretionary portfolio management, financial planning, and consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporations. The firm manages approximately $1.52 billion in discretionary assets and serves about 4,198 clients through a multi-advisor team of 17, utilizing proprietary model programs that combine global value and sector analysis with qualitative and quantitative screening.

Active portfolio management Passive / index investing Real estate investing Wealth management Retired Founder/Business Owner
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Richard M

Series 65, Series 63

Woodland Hills, CA

Tamar Securities, LLC

Richard Mason is a financial advisor with Tamar Securities, LLC, holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. His prior roles include positions at Pursche Kaplan Sterling and Primerica Advisors. Mason is also involved as an Executive Director of Investments for Tamar Securities’ affiliated entities 911 Financial Services and Firefighters United Financial Services. Tamar Securities, LLC is a multi-advisor firm serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporations. The firm manages approximately $1.52 billion in discretionary assets using proprietary model programs that combine global value and sector analysis with qualitative and quantitative screening across various asset classes.

Active portfolio management Passive / index investing Real estate investing Wealth management Retired Founder/Business Owner
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Franklin P

Series 63

Woodland Hills, CA

Tamar Securities, LLC

Franklin Parks is a financial advisor with Tamar Securities, LLC who holds a Series 63 designation and has 34 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Tamar Securities since 2010. Tamar Securities, LLC serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporations with discretionary portfolio management, financial planning, and consulting. The firm manages approximately $1.52 billion in discretionary assets for over 4,000 clients through a multi-advisor team of 17, employing proprietary model programs that combine global value and sector analysis across various asset classes.

Active portfolio management Passive / index investing Real estate investing Wealth management Retired Founder/Business Owner
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Annalisa F

Series 65

Woodland Hills, CA

Tamar Securities, LLC

Annalisa Flore is a financial advisor at Tamar Securities, LLC with a Series 65 designation and one year of industry experience. Her prior roles include positions at Rosland Capital LLC and AMI Asset Management Corporation. Tamar Securities, LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporations. The firm manages approximately $1.52 billion in discretionary assets through a multi-advisor team of 17, utilizing proprietary model programs that incorporate global value and sector analysis across various asset classes.

Active portfolio management Passive / index investing Real estate investing Wealth management Retired Founder/Business Owner
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Jonathan E

Series 65

Woodland Hills, CA

Tamar Securities, LLC

Jonathan Ezra is a financial advisor at Tamar Securities, LLC with seven years of industry experience. He holds a Series 65 designation and has professional experience including roles at California State University, Northridge, Santa Monica College, and Tulane University. Tamar Securities, LLC provides discretionary portfolio management, financial planning, and consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporations. The firm manages approximately $1.52 billion in discretionary assets for about 4,198 clients through a multi-advisor team of 17, utilizing proprietary model programs that combine global value and sector analysis with both qualitative and quantitative screening.

Active portfolio management Passive / index investing Real estate investing Wealth management Retired Founder/Business Owner
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Philip M

Series 63, Series 65, Series 66

Woodland Hills, CA

Tamar Securities, LLC

Philip Moston is a financial advisor at Tamar Securities, LLC with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Osaic Wealth, Inc., Zephyr Investment Management, Wells Fargo, U.S. Bank, Citibank, and JP Morgan Chase. Tamar Securities, LLC serves individuals, charitable organizations, pension and profit-sharing plans, and corporations, managing approximately $1.30 billion in assets. The firm employs a combination of top-down sector and quantitative analysis alongside bottom-up security selection, offering discretionary portfolio management, financial planning, and access to multiple model-portfolio programs.

Active portfolio management Passive / index investing Real estate investing Wealth management Retired Founder/Business Owner
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John T

CFP®, Series 66

Woodland Hills, CA

Tamar Securities, LLC

John Townsend is a financial advisor at Tamar Securities, LLC with five years of industry experience. He holds a Series 66 designation and previously worked at DA Davidson, GWN Securities, and Equitable Advisors. Tamar Securities, LLC serves individuals, charitable organizations, pension and profit-sharing plans, and corporations, managing approximately $1.30 billion in assets. The firm employs a combination of top-down sector analysis and bottom-up security selection, offering discretionary portfolio management, financial planning, and access to multiple model-portfolio programs.

Active portfolio management Passive / index investing Real estate investing Wealth management Retired Founder/Business Owner
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Owen K

Series 66

Woodland Hills, CA

Tamar Securities, LLC

Owen Kim is a financial advisor at Tamar Securities, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at LPL Enterprise and The Prudential Insurance Company of America. Outside of finance, he has been involved in the restaurant industry with roles at Oishi Shabu Shabu and other dining establishments. Tamar Securities advises individuals—including high-net-worth clients—charitable organizations, pension and profit-sharing plans, and corporations, managing approximately $1.30 billion in assets. The firm employs a combination of top-down sector analysis and bottom-up security selection, offering discretionary portfolio management, financial planning, and access to multiple model-portfolio programs.

Active portfolio management Passive / index investing Real estate investing Wealth management Retired Founder/Business Owner
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Joseph E

Series 65

Woodland Hills, CA

Tamar Securities, LLC

Joseph Estes Jr. is a Series 65-licensed advisor at Tamar Securities, LLC with seven years of industry experience. Prior to joining Tamar Securities in 2019, he worked at the University of Redlands School of Business and held roles at Insurance Thought Leadership and Buffernet, Inc. Outside of his advisory role, he is a general partner at Estes Properties, LLC, managing personal real estate investment and development. Tamar Securities, LLC serves individuals, charitable organizations, pension and profit-sharing plans, and corporations, managing approximately $1.3 billion in assets. The firm employs a combination of top-down sector analysis and bottom-up security selection across discretionary portfolio management, financial planning, and multiple model-portfolio programs.

Active portfolio management Passive / index investing Real estate investing Wealth management Retired Founder/Business Owner
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