Barbara Meyers
Barbara Meyers is a CFP-designated registered investment advisor at Westpark Capital, INC., based in Irvine, CA, with 41 years of industry experience. Barbara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 234 clients with $48M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WPC offers investment management through third-party money managers (TPMs). The annual asset-based fee can range from 0.25% to 2.75% of the assets managed. Fees may vary depending on the size of the account. The TPM's fees and billing schedule will be disclosed in their brochure. A percentage of the total fee is shared by the TPM, WPC, and your Investment Advisor Representative.
Location
Irvine, CA
Get directionsHistory
Regulatory History (4)
Customer Dispute
September 2021Customer Dispute
April 2015Customer Dispute
March 1993Regulatory
January 1984Other Business ActivitiesSells Insurance
Barbara is an independent contractor with Meyers Financial Group, offering fixed annuities and fixed life insurance to clients, dedicating a few hours per week. She also serves as a board member for Women of Temple Bat Yahm, a non-profit organization, spending minimal time on this activity.
Employment History
Current Registrations
Westpark Capital, INC.Broker
Westpark Capital, INC.
Westpark Capital, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Crown Capital Securities, L.P.
Crown Capital Securities, L.P.Broker
Mutual Service CorporationBroker
Titan/value Equities Group, INC.Broker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.