Laura Tarbox has been President / Chief Executive Officer of Tarbox Family Office since June 1985, is a control person of the firm and directly owns between 50% and 75% of it. Laura Tarbox studied at UCLA.
Tarbox Family Office, Inc. is a Newport Beach, CA firm with $954M under management, 230 clients and 6 advisers in one office, as of its March 2026 filing.
Laura Tarbox is Founder and CEO of Tarbox Family Office, based in Newport Beach, CA. As CEO she is responsible for creating the vision, implementing the firm's strategy and building and preserving its culture, and with the Management Committee for its day-to-day management. She founded Tarbox in 1985 and has 40+ years of investment and financial planning experience.
- Tarbox Family Office, Inc.Current– present · 22 yearsNewport Beach, CA · Adviser representative · Firm CRD 106079
Professional designations
Listed by Tarbox Family Office
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Laura Tarbox is registered as an investment adviser representative in California, since April 2004.
- CaliforniaSince 29 April 2004
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 21 November 1985 |
| Series 24 | General Securities Principal Examination | 8 July 1985 |
| Series 7 | General Securities Representative Examination | 11 April 1981 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Full name
- Laura Ann Tarbox
- CRD
- 727947
- Firm
- Tarbox Family Office · CRD 106079
- Role
- President / Chief Executive Officer
- Office
- 500 NEWPORT CENTER DRIVE, Newport Beach, CA 92660
- Registration
- Investment adviser registration
- In the industry since
- April 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- tarbox.com
Where does Laura Tarbox work?
Laura Tarbox has been President / Chief Executive Officer of Tarbox Family Office, Inc. since June 1985, and is a control person of the firm.
Is Laura Tarbox a financial advisor?
Yes. Laura Tarbox has a current investment-adviser registration in California, through Tarbox Family Office since April 2004.
How many years of experience does Laura Tarbox have?
Laura Tarbox has 22 years in the financial industry, since April 2004, across 1 adviser firm.
What exams has Laura Tarbox passed?
Laura Tarbox has passed 3 licensing exams: the Series 7, Series 24 and Series 63. The earliest, the Series 7, was passed in April 1981.
Where is Laura Tarbox based?
Laura Tarbox’s registered office is in Newport Beach, CA.
Is Laura Tarbox registered with FINRA?
No. Laura Tarbox has no current broker registration.
Is Laura Tarbox a CFP?
Tarbox Family Office lists Laura Tarbox with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Laura Tarbox’s record?
Search CRD 727947 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Laura Tarbox’s full registration record.
