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Joseph Craig Estes

Tamar Securities, LLC

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About Joseph Craig Estes

Joseph Estes is an Investment Advisor Representative with Tamar Securities, LLC. Joseph is licensed in California. Joseph has been active in the financial services industry since 2014. Joseph specializes in a range of services including financial planning, pension consulting, and portfolio management for businesses and individuals. Joseph is also a General Partner at Estes Properties, LLC, a real estate investment and development firm.

Firm Information

Joseph Estes is currently registered with Tamar Securities, LLC. Tamar Securities, LLC is an investment advisory firm based in Woodland Hills, CA. The firm provides a variety of services including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Tamar Securities manages over $1 billion in assets for over 5,800 clients, including high-net-worth individuals, corporations, and pension and profit sharing plans.
Tamar Securities, LLC

22466 VENTURA BOULEVARD

WOODLAND HILLS, CA 91364

$1.09B

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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alternative investments & professional alliance network

Alternative investments & professional alliance network

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Joseph Estes’s Registration & Firm History

CA

01/06/2020 - Present

Tamar Securities, LLC (WOODLAND HILLS CA)

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Licenses & Designations

IA

Issued 01/23/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Craig Estes.
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