Javier
Orozco
Tamar Securities, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Javier Orozco is a financial advisor who works out of Woodland Hills, California with 2 years of industry experience. Orozco is an advisor for Tamar Securities, LLC. Over the course of their career, Orozco has held roles at Scottrade, Inc, Unionbanc Investment Services, Td Ameritrade, Quiktrak Ink, Morgan Stanley, Tamar Securities, LLC and Purshe Kaplan Sterling Investments. Orozco maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and is able to operate in California. Tamar Securities, LLC is a financial advisory business operating out of Woodland Hills, CA. It oversees $874 million in assets among its 5,036 accounts, making it one of the bigger investment advisory firms in the nation by assets under management. Of its 5,036 customer accounts, just 4% are associated with high-net-worth individuals who have more than $1 million in investable assets. The firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Financial management fee schedules typically are based on the services provided. Fees billed by Tamar Securities, LLC can include some combination of asset-based, hourly and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Tamar Securities, LLC Brokerage Details
$874,321,495
17
5,036
$173,614
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Javier Orozco Work History
Javier has been registered as a financial advisor for 2 years.*
Tamar Securities, LLC
Purshe Kaplan Sterling Investments
Td Ameritrade
Morgan Stanley
Unionbanc Investment Services
Quiktrak Ink
Scottrade, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Javier Orozco to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Tamar Securities, LLC
Woodland Hills, CA
Woodland Hills, CA
Woodland Hills, CA
Woodland Hills, CA
Woodland Hills, CA
Woodland Hills, CA
Woodland Hills, CA
Woodland Hills, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
