Trevor
O'Shaughnessy
Tamar Securities, LLC
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About this Advisor
Trevor O'Shaughnessy is a financial advisor based in Woodland Hills, California, working with Tamar Securities, LLC. Trevor has previously held positions at Ventura County Fire Department, Roux Electric, Cal Fire, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, and Tamar Securities, LLC. Trevor has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Trevor is part of Tamar Securities, LLC, which operates out of Woodland Hills, California. The firm has 18 employees and manages assets totaling $1.1 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Tamar Securities, LLC includes asset-based, hourly, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Tamar Securities, LLC Brokerage Details
$1,089,228,509
18
5,816
$187,281
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Trevor O'Shaughnessy Work History
Tamar Securities, LLC
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Ventura County Fire Department
Roux Electric
Cal Fire
Disclosures
Please visit the SEC profile of Trevor O'Shaughnessy 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
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