Barbara Derusha
Advisor at WESTPARK WEALTH Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at WESTPARK WEALTH Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Mc Dade, TX
Credentials
Series 63, Series 65
Industry experience
16 years
Barbara Derusha is a financial advisor at WESTPARK WEALTH Advisors, Inc. with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including IMS Securities, Inc. and Pension Planners of Central Texas. She is a partner at Compass Retirement Planning, a business offering securities and products through Calton & Associates, Inc. WESTPARK WEALTH Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a variety of investment strategies and offers portfolio management through wrap-fee programs, third-party money managers, and standalone consulting engagements.
Based on WESTPARK WEALTH Advisors, Inc.
Fixed fees for financial planning services generally do not exceed $10,000 annually
0.50% to 3.00% annually (varies by investment advisor representative)
Commission may be charged when Westpark facilitates a transaction on behalf of the client; amount negotiated per contract; also commissions from loan referrals range from 0-25% of loan amount
Hourly rates generally range from $100 to $500 per hour
Fee-only: Hourly rates generally range from $100 to $500 per hour; fixed fees typically do not exceed $10,000 annually for financial planning services
Mc Dade, TX
Alabama · Texas
Westpark Wealth Advisors
2018 - Present (8 years)
Calton & Associates, Inc.
2017 - Present (9 years)
Pension Planners of Central Texas
2010 - Present (16 years)
IMS Securities, Inc.
2004 - 2017 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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