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Barbara Cole Derusha

16 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
700 clients
Average Client Portfolio
$328K average
Assets Under Management
$229.3M

Fee Structure

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Location

13111 Westheimer Rd., Suite 475, Houston, TX, 77077

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History

Regulatory History
Clean regulatory record

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.

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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.
April 2018 - Present · 7 yrs 10 mos
Calton & Associates, INC.
November 2017 - Present · 8 yrs 3 mos
Calton & Associates, INC.Broker
November 2017 - Present · 8 yrs 3 mos
Previous Registrations
Ims Securities, INC.Broker
June 2011 - November 2017 · 6 yrs 5 mos
Lincoln Financial Advisors CorporationBroker
September 2000 - May 2002 · 1 yr 8 mos
The Lincoln National Life Insurance CompanyBroker
September 2000 - May 2002 · 1 yr 8 mos
State Registrations6 states
CACOILMDMITX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Barbara Cole Derusha - Financial Advisor | TrueAdvisor