Tamara Lynn Tudor

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

• 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

• S65 Uniform Investment Adviser Law Examination
  2024-10-07