Timothy Voorhees

from Tax Efficient Asset Management Solution, Inc.
SEC regulated
Regulated Investment Advisor
Timothy Voorhees is a financial advisor based in California, Costa Mesa, with 38 years of experience. Timothy currently works for Tax Efficient Asset Management Solution, Inc.. Timothy maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Timothy Voorhees works at Tax Efficient Asset Management Solution, Inc.
Tax Efficient Asset Management Solution, Inc. is a financial advisory firm based in Costa Mesa, California. It currently has approximately $94,383,753 of assets under management and employs about 5 people. Tax Efficient Asset Management Solution, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
6 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
650 Town Center Drive, Suite 890, Costa Mesa, California, 92626

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