Timothy Voorhees (CRD# 856280) is an Investment Advisor Representative working at Tax Efficient Asset Management Solution, Inc. in Costa Mesa, CA and has over 37 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Matsen Voorhees Mintz, LLP | Costa Mesa, CA | Dec 2011 - Current | 12 |
| Voorhees Intellectual Property, LLC | Costa Mesa, CA | Dec 2008 - Current | 15 |
| Tax Efficient Asset Management Solution Inc. | Costa Mesa, CA | Jun 2008 - Current | 15 |
| Vision Funders, Inc. Dba Family Office Services, Inc. | Costa Mesa, CA | Jan 2006 - Current | 18 |
| Wealth Counselor Network | Costa Mesa, CA | Jan 2002 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1986 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1998 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management99MILLIONS
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Total Number of Accounts224ACCOUNTS
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Average Account Value$441,615
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, NC, TX
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