Barbara Derusha is a registered investment advisor at Westpark Wealth Advisors, INC., based in Houston, TX, with 16 years of industry experience. Barbara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 700 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Westpark Wealth Advisors' investment advisory services are offered for a percentage of the value of your portfolio. The annual fee ranges from 0.0% to 2.00%, but each advisor representative has different fee schedules, so fees vary. These fees are negotiable.
Location
13111 Westheimer Rd., Suite 475, Houston, TX, 77077
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Barbara is a partner at Compass Retirement Planning, selling securities and products offered through Calton & Associates, dedicating full-time hours to this role. She is also an agent at Westpark Wealth Advisors, offering products and services, spending about a quarter of her time on this activity.
Employment History
Current Registrations
Westpark Wealth Advisors, INC.
Calton & Associates, INC.
Calton & Associates, INC.Broker
Previous Registrations
Ims Securities, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations7 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.