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Tara Tussing Unverzagt

SOUTH BAY FINANCIAL PARTNERS GROUP, INC.·TORRANCE, California
Series 2Clean record17 years registeredSOUTH BAY FINANCIAL PARTNERS GROUP, INC.
21515 HAWTHORNE BLVD, TORRANCE, CA 90503CRD# 2630060Firm CRD# 175015

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Tara Tussing Unverzagt · TORRANCE, CA
Registration
CRD #2630060 · SOUTH BAY FINANCIAL PARTNERS GROUP, INC. · 17 years registered
Brand Profile
Not yet started
01

Career History

SOUTH BAY FINANCIAL PARTNERS
Apr 2015 – present
ALBANESE HEMSLEY & TUSSING LTD
Mar 2009 – Jul 2017
TORRANCE, CA
02

Registrations & Exams

FINRA examinations passed
Series 2
Registration record
First registered · March 20, 2009
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SOUTH BAY FINANCIAL PARTNERS GROUP, INC.
CRD 175015 · SEC 801-110198
AUM
$112M
Regulatory assets under management
Employees
7
155 client accounts
Services offered by SOUTH BAY FINANCIAL PARTNERS GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at SOUTH BAY FINANCIAL PARTNERS GROUP, INC. →
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05

Frequently Asked Questions

What services does Tara Tussing Unverzagt offer?
Tara Tussing Unverzagt specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in TORRANCE, California for a consultation.
What are Tara Tussing Unverzagt's credentials?
Tara Tussing Unverzagt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tara Tussing Unverzagt located?
Tara Tussing Unverzagt is based in TORRANCE, California, working with SOUTH BAY FINANCIAL PARTNERS GROUP, INC.. Their office serves clients in the TORRANCE metropolitan area and surrounding communities.
How does Tara Tussing Unverzagt charge for services?
Tara Tussing Unverzagt'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 SOUTH BAY FINANCIAL PARTNERS GROUP, INC.?
SOUTH BAY FINANCIAL PARTNERS GROUP, INC. has approximately 7 employees and manages $112M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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