Joshua Womack (CRD# 5729091) is an Investment Advisor Representative working at Womack Financial LLC in Dallas, TX and has over 14 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Womack Financial, LLC | Dallas, TX | Dec 2009 - Current | 14 |
| Vogel Financial Advisors, LLC | Dallas, TX | Jun 2007 - Jul 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2009 |
- TX
-
Total Assets Under Management107MILLIONS
-
Total Number of Accounts463ACCOUNTS
-
Average Account Value$231,855
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
TX
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