BM
Barbara G. Meyers
WESTPARK CAPITAL
Irvine, CA
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CRD#: 1261182
BM
Professional summary
Barbara Gail Meyers, CFP® is a registered financial advisor currently at WESTPARK CAPITAL, INC. located in Irvine, California.
Barbara is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Barbara has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. MEYERS FINANCIAL GROUP- FIXED ANNUITIES POSITION: independent contractor NATURE: independent contract offering clients fixed annuities and fixed life insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 09/04/1977 ADDRESS: 4 Shore Line, Irvine CA 92614, United States DESCRIPTION: offer/provide client with fixed annuities and insurance products as it suits their needs 2. WOMEN OF TEMPLE BAT YAHM POSITION: Board of Director - general member NATURE: non profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/15/1990 ADDRESS: 1011 Camelback St, Newport Beach CA 92660, United States DESCRIPTION: sit in on board meeting and contribute as pertinent.(ideas and suggestions on what is being discussed) MEYERS FINANCIAL GROUP POSITION: Independent contractor NATURE: independent contractor offering clients fixed annuities and fixed life insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/04/1977 ADDRESS: 4 Shoreline, Irvine CA 92614, United States DESCRIPTION: offer/provide client with fixed annuities and isnurance products as it suits their needs
CRS (Client Relationship Summary) - RIA
Click below to view Barbara Gail Meyers's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Barbara Gail Meyers's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1987
Experience
Current
May 10, 2022 - Present
WESTPARK CAPITAL, INC.
Office #2: 2030 Main Street Suite 210, Irvine, CA 92614RIA
BD
CRD#: 39914
Irvine, CA
Current
May 11, 2022 - Present
WESTPARK CAPITAL, INC.
Office #2: 2030 Main Street Suite 210, Irvine, CA 92614RIA
BD
CRD#: 39914
Irvine, CA
Past
January 12, 2021 - May 12, 2022
WOODBURY FINANCIAL SERVICES, INC.
RIA
CRD#: 421
IRVINE, CA
Past
January 12, 2021 - May 12, 2022
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
IRVINE, CA
Past
February 18, 2009 - December 31, 2020
CROWN CAPITAL SECURITIES, L.P.
RIA
CRD#: 6312
Irvine, CA
Past
August 31, 1999 - December 31, 2020
CROWN CAPITAL SECURITIES, L.P.
BD
CRD#: 6312
Irvine, CA
Past
March 31, 1999 - July 22, 1999
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
BOSTON, MA
Past
May 24, 1984 - March 31, 1999
TITAN/VALUE EQUITIES GROUP, INC.
BD
CRD#: 6359
IRVINE, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WC
WESTPARK CAPITAL, INC.
COAST CAPITAL WEALTH MANAGEMENT | WESTPARK CAPITAL, INC. | QUIVER FINANCIAL | PACIFIC CREST FINANCIAL | MEYERS FINANCIAL GROUP | MASON FINANCIAL PARTNERS | HARVARD FUNDING GROUP, INC. | FORETHOUGHT FINANCIAL | DUKES WEALTH MANAGEMENT INC. | DILIGENT FINANCIAL GROUP | DILIGENT FINANCIAL
CRD#: 39914 / SEC#: 801-108275, 8-48898
RIA
Registered Investment Advisory firm - SEC (9/7/2016 Approved)California
Registered Investment Advisory firm - SEC (10/14/2016 Terminated)New York
Registered Investment Advisory firm - SEC (9/14/2016 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(5/11/2022)
IAR
Arizona(6/23/2022)
RR
Arkansas(5/11/2022)
IAR
California(5/10/2022)
RR
California(5/11/2022)
RR
Florida(5/29/2025)
RR
Hawaii(1/18/2023)
RR
New Jersey(5/11/2022)
RR
New York(5/11/2022)
RR
North Carolina(5/11/2022)
RR
Oklahoma(5/11/2022)
RR
Oregon(5/11/2022)
RR
Pennsylvania(5/11/2022)
RR
Texas(5/11/2022)
RR
Washington(5/11/2022)
RR
Wisconsin(10/16/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
WC
WESTPARK CAPITAL, INC.
COAST CAPITAL WEALTH MANAGEMENT | WESTPARK CAPITAL, INC. | QUIVER FINANCIAL | PACIFIC CREST FINANCIAL | MEYERS FINANCIAL GROUP | MASON FINANCIAL PARTNERS | HARVARD FUNDING GROUP, INC. | FORETHOUGHT FINANCIAL | DUKES WEALTH MANAGEMENT INC. | DILIGENT FINANCIAL GROUP | DILIGENT FINANCIAL
CRD#: 39914 / SEC#: 801-108275, 8-48898
RIA
Registered Investment Advisory firm - SEC (9/7/2016 Approved)California
Registered Investment Advisory firm - SEC (10/14/2016 Terminated)New York
Registered Investment Advisory firm - SEC (9/14/2016 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information
Main Address
1800 Century Park East 22nd Floor, New York, NY 10017
Mailing Address
1800 Century Park East Suite 220, Los Angeles, CA 90067
Phone number
(310) 843-9300
Established
Michigan since 09/05/2025
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
15
SEC notice filing (21 States and Territories)
FINRA licenses (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 234 |
| AUM (Assets Under Management) | $ 47,569,260 |
Disclosures
| Regulatory Event | 14 |
| Arbitration | 2 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
