Gregory Womack (CRD# 1858242) is an Investment Advisor Representative working at Womack Investment Advisers, Inc. in Edmond, OK and has over 35 years of experience in the finance industry.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 4304267
Arvest Wealth Management
Company Name | Location | Dates | Years |
---|---|---|---|
Ok Sun Power, LLC | Edmond, OK | Jan 2022 - Current | 2 |
Greneco Holdings, LLC | Edmond, OK | Aug 2019 - Current | 4 |
Greneco Management, LLC | Edmond, OK | Aug 2019 - Current | 4 |
Red Book Publishing Company, Inc. | Edmond, OK | Mar 2018 - Current | 6 |
Greneco, LLC | Edmond, OK | Jan 2017 - Current | 7 |
Four Leaf Clover Investments, LLC | Edmond, OK | May 2004 - Current | 19 |
Womack Advisers, LLC | Edmond, OK | Feb 2003 - Current | 21 |
Womack Investment Advisers, Inc. | Edmond, OK | May 2000 - Current | 23 |
Down To Earth Thai Massage, Inc. | La Jolla, CA | Jan 2018 - Dec 2021 | 3 |
Triad Capital, LLC | Edmond, OK | Jan 2014 - Dec 2021 | 7 |
Production Brokers, LLC | Edmond, OK | Jan 2014 - Dec 2021 | 7 |
Trinity Global Partners, LLC | Edmond, OK | Jul 2010 - Nov 2017 | 7 |
Trinity Global Growth & Income Fund, LP | Edmond, OK | Jul 2010 - Nov 2017 | 7 |
Trinity Capital Asset Advisors, LLC | Edmond, OK | Dec 2009 - Nov 2017 | 7 |
Trinity Capital Asset Management, LLC | Edmond, OK | Dec 2009 - Nov 2017 | 7 |
Trinity Gold Fund, LP | Edmond, OK | Dec 2009 - Nov 2017 | 7 |
Conservation Pays, LLC | Edmond, OK | Dec 2014 - Jan 2017 | 2 |
Constellation Group, Inc. | Edmond, OK | Jan 2010 - Oct 2016 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 1988 |
S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- IL
- IN
- OK
- TX
-
Total Assets Under Management71MILLIONS
-
Total Number of Accounts431ACCOUNTS
-
Average Account Value$165,511
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
CA, IL, IN, OK, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.