TV
Timothy L. Voorhees
TAX EFFICIENT ASSET MANAGEMENT SOLUTION
Costa Mesa, CA 92626
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CRD#: 856280
TV
Professional summary
Timothy Lee Voorhees is a registered financial advisor currently at TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. located in Costa Mesa, California.
Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1978. Timothy has worked at 14 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
HISPEACE.NET - 4 HRS PER MONTH/BEGAN 1994/PROVIDE MEDIATION SERVICES, TYPICALLY FOR FREE TO ASSIST PEOPLE AFFILIATED WITH MY CHURCH. COVENANT.NET AND COVENANT NETWORK. 2 HRS PER MONTH. BEGAN 1996. PROVIDE RESOURCES TO EQUIP CHURCHES TO BUILD COVENANT COMMUNITIES. LICENSED TO PRACTICE LAW IN MD. MATSEN VOORHEES LLP - LIMITED LIABILITY PARTNERSHIP ENGAGED IN THE PRACTICE OF LAW. THE LAW FIRM SERVES AS A PAYMASTER TO COLLECT LEGAL FEES THAT ARE PARTIALLY SHARED WITH OTHER LAW FIRMS AND/OR RIAS LISTED IN THE ADV OF TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. ("TEAMS"). TEAMS IS A REGISTERED INVESTMENT ADVISOR FIRM THAT PROVIDES TACTICAL AND COMPREHENSIVE PLANS (E.G., FAMILY WEALTH BLUEPRINTS� AND OTHER DELIVERABLES) TO CHANNEL MEMBERS INCLUDING VARIOUS FINANCIAL PLANNING AND LEGAL FIRMS OUTSIDE OF CALIFORNIA. THE ORANGE COUNTY RETAIL OFFICE OF TEAMS IS ALSO KNOWN AS VOORHEES FAMILY OFFICE SERVICES ("VFOS"). (VFOS WAS FORMERLY KNOWN AS VISION FUNDERS, INC.). INTEGRATED DESIGN INSURANCE SERVICES, INC. ("IDI"), OWNED BY DARCI VOORHEES, COORDINATES HAND OFFS "ORPHANED" CLIENTS TO "A-TEAM" INSURANCE PROFESSIONALS WHO SHARE COMMISSIONS WITH IDI AS THEY PLACE LIFE, DISABILITY AND LONG-TERM CARE INSURANCE. IDI ALSO ACTS AS A BROKERAGE GENERAL AGENT ("BGA")TO HELP PRODUCERS RECEIVE BETTER COMMISSION PAYOUTS. TEAMS FACILITATES FEE-BASED PLANNING AND ASSET MANAGEMENT SERVICES. TEAMS SERVES AS A PAYMASTER FOR TWO ADVISERS OUTSIDE OF CA WHO ENGAGE CLIENTS AND GIVE OUT THE TEAMS FORM ADV; TEAMS COLLECTS REVENUE AND REDIRECTS FUNDS TO THE ENGAGING ADVISER. FAMILY OFFICE TECHNOLOGIES IS A SOFTWARE DEVELOPMENT FIRM THAT LICENSES TECHNOLOGY TO ADVISERS, INCLUDING VFOS AND MAINTAINS INTELLECTUAL PROPERTY RELATED TO 26 RESOURCES LISTED IN THE MEMBER OVERVIEW. VOORHEES INTELLECTUAL PROPERTY LLC OWNS APPROXIMATELY 2000 ARTICLES, POWERPOINT FILES, CASE STUDIES, SAMPLE PLANS AND OTHER INTELLECTUAL PROPERTY ITEMS THAT ARE LICENSED TO CHANNEL ADVISERS.
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Lee Voorhees's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 2, 2008 - Present
TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.
Office #1: 650 Town Center Drive Suite 890, Costa Mesa, CA 92626RIA
CRD#: 146778
Costa Mesa, CA
Past
December 17, 2009 - December 13, 2011
PACIFIC CORNERSTONE CAPITAL INCORPORATED
BD
CRD#: 40397
SANTA ANA, CA
Past
September 13, 2007 - August 6, 2008
SELECT PORTFOLIO MANAGEMENT INC
RIA
CRD#: 107228
IRVINE, CA
Past
September 13, 2007 - December 3, 2007
SECURITIES EQUITY GROUP
BD
CRD#: 47215
ALISO VIEJO, CA
Past
May 22, 2006 - November 15, 2010
FAMILY OFFICE SERVICES, INC.
RIA
CRD#: 139093
IRVINE, CA
Past
October 28, 2003 - December 16, 2005
VALMARK ADVISERS, INC.
RIA
CRD#: 108050
IRVINE , CA
Past
July 12, 2002 - December 15, 2005
VALMARK SECURITIES, INC.
BD
CRD#: 31243
AKRON, OH
Past
July 10, 2000 - July 15, 2002
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
AUSTIN, TX
Past
March 13, 1999 - July 10, 2000
PRIVATE CONSULTING GROUP, INC.
BD
CRD#: 45053
PORTLAND, OR
Past
July 22, 1992 - December 31, 1997
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
DALLAS, TX
Past
January 8, 1985 - August 8, 1990
JMB SECURITIES CORPORATION
BD
CRD#: 5862
Past
December 29, 1980 - December 21, 1982
MORGAN STANLEY DW INC.
BD
CRD#: 7556
Past
July 5, 1979 - March 11, 1980
J. P. HOLDAHL & ASSOC., INC.
BD
CRD#: 7693
Past
August 25, 1978 - July 15, 1979
ANTHONY INVESTMENT CO.
BD
CRD#: 7329
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TE
TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.
ASSET STRATEGIES, LLC | TEAMS, INC. | TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | PAN GLOBAL ADVISERS
CRD#: 146778 / SEC#: 801-110232
RIA
Registered Investment Advisory firm - (3/24/2017 Approved)California
Registered Investment Advisory firm - (4/29/2017 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(12/2/2008)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
TE
TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.
ASSET STRATEGIES, LLC | TEAMS, INC. | TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | PAN GLOBAL ADVISERS
CRD#: 146778 / SEC#: 801-110232
RIA
Registered Investment Advisory firm - (3/24/2017 Approved)California
Registered Investment Advisory firm - (4/29/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
650 Town Center Drive Suite 890, Costa Mesa, CA 92626
Mailing Address
Phone number
(949) 878-9400
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 223 |
| AUM (Assets Under Management) | $ 114,522,333 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/28/2025 | ||
| 02/28/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
