Nathan
Irby

Westpark Wealth Advisors, Inc

CRD#6823924
Investment Advisor
in Baton Rouge, LA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Nathan Irby is a financial advisor based in Baton Rouge, Louisiana, working with Westpark Wealth Advisors, Inc. Nathan has previously held positions at Trenegy Inc, Bank Of America, N.A, Calton & Associates, Inc, Westpark Wealth Advisors, Inc, Robert Half International, and Merrill Lynch, Pierce, Fenner & Smith Inc. Nathan has passed the Series 66 regulatory exam and is registered to provide services in Arizona, Colorado, Louisiana, South Carolina, and Texas. Currently, Nathan is part of Westpark Wealth Advisors, Inc, which operates out of Baton Rouge, Louisiana. The firm has 10 offices and 31 employees. The firm manages assets totaling $274.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Westpark Wealth Advisors, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Baton Rouge, LA

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Westpark Wealth Advisors, Inc Brokerage Details

Total Assets Under Management

$274,413,527

LA Average: $3,042,739,679
Total Number of Employees

31

LA Average: 49
Total Number of Accounts

942

LA Average: 2,315
Average Account Size

$291,309

LA Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Nathan Irby Work History

2019 - Present (5 years)

Calton & Associates, Inc

2019 - Present (5 years)

Westpark Wealth Advisors, Inc

2018 - 2018 (< 1 year)

Bank Of America, N.A

2017 - 2017 (< 1 year)

Robert Half International

2017 - 2018 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - 2017 (3 years)

Trenegy Inc

Disclosures

Please visit the SEC profile of Nathan Irby to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Westpark Wealth Advisors, Inc

Nathan Irby
Baton Rouge, LA
David Coffee
Houston, TX
Kiran Patel
Dallas, TX
James Kim
Houston, TX
Brent Simmons
Houston, TX
Joshua Kirby
Houston, TX
David Vo
Sugar Land, TX
Andrea Freedman
Bellaire, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started