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Owen Kim

Investment adviser representative at Tamar Securities, LLC
11 yearsExperience
1 stateRegistered in
$1.5BFirm assets
16 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourly

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

11 years in the industry.

  1. Tamar Securities, LLCSep 2025 to now
  2. LPL Enterprise, LLCNov 2024 to Sep 2025
  3. The Prudential Insurance Company of AmericaOct 2023 to Sep 2025
  4. Pruco Securities LLCMay 2023 to Nov 2024
  5. Oishi Shabu ShabuSep 2021 to Sep 2025
  6. Chomp Rockin' SushiFeb 2021 to Aug 2021
  7. Bwon Bbq and ShabuSep 2020 to Feb 2021
  8. Cypress CollegeAug 2020 to May 2021
  9. University of California, DavisJul 2019 to Jun 2020
  10. Aburi SushiSep 2018 to May 2019
  11. Sunny Hills High SchoolAug 2015 to May 2019

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (CA).

Tamar Securities, LLC

$1.5BAssets managed
4,219Clients
16Advisers
16 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7736443
Firm CRD
153991
Advisor's SEC record (opens in a new tab)
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