Tamara Ruth Mark

Employer firm

Beacon Pointe Advisors, LLC CRD 119290

$54.9B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 07/2020
  Thrivent Investment Management Inc
  San Jose, CA
• 01/2016 → 05/2020
  Thrivent Financial For Lutherans
  Appleton, WI
• 07/2020 → 08/2022
  Thrivent Advisor Network, Llc
  San Jose, CA
• 07/2020 → 06/2025
  Purshe Kaplan Sterling Investments, Inc.
  Albany, NY
• 08/2022 → 10/2024
  Landmark Wealth Management Group
  Lake Elmo, MN
• 10/2024 → Present
  Beacon Pointe Advisors, Llc
  San Jose, CA
• 10/2024 → Present
  Beacon Pointe Insurance Services, Llc
  San Jose, CA

Previous Registrations

• 2022-08-02 → 2024-11-14
  Landmark Wealth Management Group
  Lake Elmo, MN
  San Jose, CA
• 2020-05-19 → 2022-08-15
  Thrivent Advisor Network, Llc
  Minneapolis, MN
  San Jose, CA
• 2015-11-02 → 2020-07-15
  Thrivent Investment Management Inc.
  Thousand Oaks, CA
  San Jose, CA

Other Businesses

1) Beacon Pointe Insurance Services, LLC, Not investment-related; Address: Main office located at 24 Corporate Plaza Dr., STE., 150, Newport Beach CA 92660; Position/Title: Agent; Start Date: 10/2024; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident)

Exams

• S66 Uniform Combined State Law Examination
  2015-10-30
• S63 Uniform Securities Agent State Law Examination
  2015-10-20

Other Names

• Tammie Walth
• Tamara Beckler