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Barbara Derusha

Advisor at WESTPARK WEALTH Advisors, Inc.

Updated today

Location

Mc Dade, TX

Credentials

Series 63, Series 65

Industry experience

16 years

About

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.

Client services

Based on WESTPARK WEALTH Advisors, Inc.

Financial planning Portfolio management Selection of other advisers

Expertise

Based on WESTPARK WEALTH Advisors, Inc.

Options & derivatives strategies

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Fee options

Fixed

Fixed fees for financial planning services generally do not exceed $10,000 annually

Percentage

0.50% to 3.00% annually (varies by investment advisor representative)

Commissions

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

Project-based

Hourly rates generally range from $100 to $500 per hour

Other

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

Location

Mc Dade, TX

Most active in

Alabama · Texas

Work history

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)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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