Unclaimed Profile

Timothy Lee Voorhees

TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.·COSTA MESA, California

Series 7, Series 63, Series 6522 years registeredTAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.

650 TOWN CENTER DRIVE, COSTA MESA, CA 92626CRD# 856280Firm CRD# 146778

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Timothy Lee Voorhees · COSTA MESA, CA

Registration

CRD #856280 · TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. · 22 years registered

Brand Profile

Not yet started

Career History

TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.

Dec 2008 – present

SELECT PORTFOLIO MANAGEMENT INC

Sep 2007 – Aug 2008

IRVINE, CA

FAMILY OFFICE SERVICES, INC.

May 2006 – Nov 2010

IRVINE, CA

VALMARK ADVISERS, INC.

Oct 2003 – Dec 2005

IRVINE, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · October 28, 2003

Years registered · 22

Disclosure History

1979Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.

CRD 146778 · SEC 801-110232

AUM

$99M

Regulatory assets under management

Employees

224 client accounts

Services offered by TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. →

Introduction

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Frequently Asked Questions

What services does Timothy Lee Voorhees offer?

Timothy Lee Voorhees specializes in Financial Planning, Investment Management. Contact their office in COSTA MESA, California for a consultation.

What are Timothy Lee Voorhees's credentials?

Timothy Lee Voorhees is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy Lee Voorhees located?

Timothy Lee Voorhees is based in COSTA MESA, California, working with TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.. Their office serves clients in the COSTA MESA metropolitan area and surrounding communities.

How does Timothy Lee Voorhees charge for services?

Timothy Lee Voorhees's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.?

TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. has approximately 5 employees and manages $99M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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