Joshua
Kirby
Westpark Wealth Advisors, Inc
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About this Advisor
Joshua Kirby is a financial advisor operating out of Houston, Texas who has 7 years of industry experience. Kirby is an advisor for Westpark Wealth Advisors, Inc. Over the course of their career, Kirby has held roles at Georgia Institute Of Technology, Georgia Tech Strategic Consulting, Georgia Tech Conference Services, Pension Planners Of Central Texas, Ims Securities, Inc, Ims Financial Advisors, Inc and Calton & Associates, Inc. Kirby maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Texas. Westpark Wealth Advisors, Inc is a firm that has its headquarters in Houston, TX. The firm has offices in 11 locations and a total of 32 advisors. It handles $220 million in assets among its 936 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 936 accounts, just 11% are held by high-net-worth individuals who have greater than $1 million in assets. The advisory firm has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees typically are based on the type of services provided. Fee types charged by Westpark Wealth Advisors, Inc may include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Westpark Wealth Advisors, Inc Brokerage Details
$219,704,274
32
936
$234,727
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Joshua Kirby Work History
Joshua has been registered as a financial advisor for 7 years.*
Calton & Associates, Inc
Ims Financial Advisors, Inc
Ims Securities, Inc
Georgia Tech Strategic Consulting
Pension Planners Of Central Texas
Georgia Tech Conference Services
Georgia Institute Of Technology
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joshua Kirby 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
Dallas, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Baton Rouge, LA
Bellaire, TX
Sugar Land, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
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