BM
CFP
BM
CFP

Barbara Gail Meyers

41 Years of Experience
4 DisclosuresBrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
234 clients
Average Client Portfolio
$203K average
Assets Under Management
$47.6M

Fee Structure

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Location

2030 Main Street, Suite 210, Irvine, CA, 92614

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2021
Settled
Customer Dispute
April 2015
Settled
Customer Dispute
March 1993
Settled
Regulatory
January 1984
Final
Other Business ActivitiesSells Insurance

Barbara is an independent contractor with Meyers Financial Group, offering fixed annuities and fixed life insurance to clients, dedicating a few hours per week. She also serves as a board member for Women of Temple Bat Yahm, a non-profit organization, spending minimal time on this activity.

Employment History
Current Registrations
Westpark Capital, INC.Broker
May 2022 - Present · 3 yrs 9 mos
Westpark Capital, INC.
May 2022 - Present · 3 yrs 9 mos
Previous Registrations
Woodbury Financial Services, INC.Broker
January 2021 - May 2022 · 1 yr 4 mos
Woodbury Financial Services, INC.
January 2021 - May 2022 · 1 yr 4 mos
Crown Capital Securities, L.P.
February 2009 - December 2020 · 11 yrs 10 mos
Crown Capital Securities, L.P.Broker
August 1999 - December 2020 · 21 yrs 4 mos
Mutual Service CorporationBroker
March 1999 - July 1999 · 4 mos
Titan/value Equities Group, INC.Broker
May 1984 - March 1999 · 14 yrs 10 mos
State Registrations14 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.