Laura Ann Tarbox

Employer firm

Tarbox Family Office, Inc. CRD 106079

$954M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1985 → Present
  The Tarbox Group, Inc.
  Newport Beach, CA

Other Businesses

MS. TARBOX IS A CALIFORNIA-LICENSED PRIVATE FIDUCIARY AND IN THIS CAPACITY MAY SERVE PERSONALLY AS AN EXPERT WITNESS, GUARDIAN OR TRUSTEE, BUT DOES NOT DO SO FOR ANY OF THE TARBOX GROUP'S ACCOUNTS. THE BUSINESS WAS ESTABLISHED AS A SOLE PROPRIETORSHIP IN JANUARY 2013 UNDER THE DBA TARBOX PRIVATE FIDUCIARY SERVICES AND USES THE MAILING ADDRESS 500 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA 92660. DUTIES MAY INCLUDE EXPERT REPORT PREPARATION OR TESTIMONY, AND IN THE CASE OF FIDUCIARY SERVICES, MANAGING REAL ESTATE OR FINANCIAL ASSETS, RELATIONSHIPS WITH BENEFICIARIES, PROCESSING DISTRIBUTIONS, AND FILING TAX RETURNS. THIS WORK TYPICALLY INVOLVES LESS THAN 10 HOURS PER MONTH, NORMALLY ON WEEKENDS OR AFTER TRADING HOURS.

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-11-21

Designations

• Certified Financial Planner