Tamar Securities, LLC logo

Tamar Securities, LLC

Updated today

Client AUM

$1,421,430,522

Clients

4,198

Advisors

17

of 22 employees

About

Tamar Securities, LLC (doing business as 911 Financial Services and Firefighters United Financial Services) 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 reports approximately $1.52 billion in discretionary assets under management and serves about 4,198 clients through a multi‑advisor team of 17.

The firm manages client assets through a suite of proprietary model programs (MVS, GMVS, TAF, TAM, TAV, FIP and hybrids) that blend top‑down global value and sector analysis with qualitative and quantitative screening, and that span individual equities, ETFs/index funds, fixed income and alternative strategies (including private equity and a long/short technology hedge fund). Portfolios are generally managed on a discretionary basis with periodic rebalancing and begin with a client‑specific review of goals, risk tolerance, liquidity, tax and legal considerations.

Noteworthy for a firm of this size is its unusually high client load per advisor — roughly 200+ clients per advisor (about 247 on average), supported in part by diluted, lower‑threshold versions of its programs to accommodate legacy households. The firm’s advisors also maintain broker‑dealer and insurance registrations and provide commissionable insurance and brokerage services alongside advisory services; those affiliations and the firm’s access to prime brokerage and alternative investments are disclosed and addressed through its compliance policies.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Active portfolio management Passive / index investing Real estate investing Wealth management

Occupation focus

Retired Founder/Business Owner

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Fee options

Percentage

$0 - $500,000: 2.25% Over $500,000 - $1,000,000: 1.75% Over $1,000,000+: 1.25%

Commissions

Supervised persons may accept commissions for securities sales through PKS, a registered broker-dealer.

Project-based
Other

Account minimum: $100,000

Main office

22466 Ventura Boulevard

Woodland Hills CA 91364

Advisors at this office

17

Most active in

Arizona · California · Colorado · Florida · Georgia · Idaho · Louisiana · Massachusetts · Montana · Nevada · New Hampshire · New Jersey · New York · North Carolina · Oregon · Tennessee · Texas · Utah · Virginia · Washington

Also doing business as

911 Financial Services · Firefighters United Financial Services · Tamar Insurance Solutions · Tamar Securities, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

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
user avatar

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
user avatar

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
user avatar

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
user avatar

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
user avatar

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
user avatar

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
user avatar

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
user avatar

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
user avatar

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
user avatar

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
user avatar

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
user avatar

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
user avatar

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
user avatar

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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