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Tara Tussing Unverzagt

SOUTH BAY FINANCIAL PARTNERS GROUP, INC.·TORRANCE, California
Clean recordSOUTH 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Tara Tussing Unverzagt is a registered financial advisor based in TORRANCE, California, affiliated with SOUTH BAY FINANCIAL PARTNERS GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
SOUTH BAY FINANCIAL PARTNERS GROUP, INC.
SOUTH BAY FINANCIAL PARTNERS
AUM
$112M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at SOUTH BAY FINANCIAL PARTNERS GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2630060
Firm CRD# 175015
View on FINRA BrokerCheck →

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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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Other Advisors at SOUTH BAY FINANCIAL PARTNERS GROUP, INC.

Robert Manuel Unverzagt
TORRANCE, CA

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