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Tara Tussing Unverzagt

South Bay Financial Partners

Torrance, CA

CRD 2630060

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Employer firm

South Bay Financial Partners CRD 175015

$115M regulatory AUM 9 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Periodicals / newsletters
  • Educational seminars
  • TAX PLANNING AND PREPARATION

From the firm’s Form ADV. Read the guides:

Current Employers
South Bay Financial Partners

21515 Hawthorne Blvd Suite 200, Torrance, CA 90503 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-02-28
TX RA APPROVED 2023-12-05
IL RA APPROVED 2017-03-24
CA RA APPROVED 2015-04-03
  • FL RA
    APPROVED
    Since 2024-02-28
  • TX RA
    APPROVED
    Since 2023-12-05
  • IL RA
    APPROVED
    Since 2017-03-24
  • CA RA
    APPROVED
    Since 2015-04-03

Branch Locations

21515 Hawthorne Blvd Suite 200, Torrance, CA 90503 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tara Unverzagt Financial Services Torrance CA 06/1992 01/2018
South Bay Financial Partners Torrance CA 12/2014 Present
Previous Registrations
  • 2009-03-20 → 2017-07-17
    Albanese Hemsley & Tussing Ltd
    Torrance, CA
Designations
  • Certified Financial Planner
Other Names
  • Tara Tussing Unverzagt
  • Tara Tussing

View on SEC IAPD

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Nearby Offices

CHARLES SCHWAB & CO., INC. · Torrance, CA
EP WEALTH ADVISORS · TORRANCE, CA
STRATOS WEALTH PARTNERS, LTD · Torrance, CA

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