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Barbara Gail Meyers

Westpark Capital, Inc.

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About Barbara Gail Meyers

Barbara Gail Meyers is a financial advisor with over 38 years of experience in the financial services industry. Barbara is registered with Westpark Capital, Inc. and has previously been registered with Woodbury Financial Services, Inc., Crown Capital Securities, L.P., Mutual Service Corporation, and Titan/Value Equities Group, Inc. Barbara holds the Series 7 and Series 63 securities licenses, as well as the Series 65 investment advisor license. Barbara is a Certified Financial Planner™ professional. Barbara offers a range of financial services, including investment management and financial planning for individuals.

Firm Information

Barbara Meyers is currently registered with Westpark Capital, Inc.. Westpark Capital, Inc. is a registered investment advisor headquartered in Los Angeles, California. Established in 1995, the firm provides financial planning and portfolio management services for individuals. They have a total of 200 clients and manage approximately $29,970,039 in assets. Westpark Capital is registered in 53 states and the District of Columbia.
Westpark Capital, Inc.

1800 CENTURY PARK EAST

LOS ANGELES, CA 90067

$29.97M

Assets Under Management

Not reported

Total Clients

41

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Barbara Meyers’s Registration & Firm History

CA

01/01/2025 - Present

Westpark Capital, Inc. (Irvine CA)

CA

01/12/2021 - 05/12/2022

WOODBURY FINANCIAL SERVICES, INC. (IRVINE CA)

CA

08/31/1999 - 12/31/2020

CROWN CAPITAL SECURITIES, L.P. (Irvine CA)

MA

03/31/1999 - 07/22/1999

MUTUAL SERVICE CORPORATION (BOSTON MA)

CA

05/24/1984 - 03/31/1999

TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)

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Licenses & Designations

IA

Issued 11/09/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/03/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/19/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Barbara Gail Meyers. Review regulatory record here.
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