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Tamara Lynn Tudor

Beacon Pointe Advisors, LLC

Newport Beach, CA

Newport Beach, CA

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Current Employers
Beacon Pointe Advisors, Llc

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-11-13
  • CA RA
    APPROVED
    Since 2024-11-13

Branch Locations

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

23 Corporate Plaza Drive Ste 190, Newport Beach, CA 92660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Legal & General Insurance Co Hove, East Sussex 03/2016 05/2018
Kemper Insurance Salem OR 06/2018 09/2018
Keudell Morrison Wealth Management Salem OR 10/2018 03/2022
Matrix Private Capital Group Newport Beach CA 03/2022 05/2023
Bridge Advisory Llc Newport Beach CA 05/2023 10/2024
Beacon Pointe Advisors Llc Newport Beach CA 10/2024 Present
  • 03/2016 → 05/2018
    Legal & General Insurance Co
    Hove, East Sussex
  • 06/2018 → 09/2018
    Kemper Insurance
    Salem, OR
  • 10/2018 → 03/2022
    Keudell Morrison Wealth Management
    Salem, OR
  • 03/2022 → 05/2023
    Matrix Private Capital Group
    Newport Beach, CA
  • 05/2023 → 10/2024
    Bridge Advisory Llc
    Newport Beach, CA
  • 10/2024 → Present
    Beacon Pointe Advisors Llc
    Newport Beach, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-07
  • S65 Uniform Investment Adviser Law Examination
    2024-10-07

View on SEC IAPD

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Other Offices

OKAPI CAPITAL, LLC · NEWPORT BEACH, CA
OCVC, LLC · NEWPORT BEACH, CA
MIG CAPITAL, LLC · NEWPORT BEACH, CA
RESEARCH AFFILIATES · NEWPORT BEACH, CA
PAAMCO PRISMA, LLC · NEWPORT BEACH, CA
COMPOSITION WEALTH, LLC · Newport Beach, CA
J.P. MORGAN SECURITIES LLC · NEWPORT BEACH, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Newport Beach, CA

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