Gregory Womack, financial advisor Edmond OK

Gregory Womack

CRD Number: 1858242
Current Firm: Womack Investment Advisers, Inc.

Gregory Womack (CRD# 1858242) is an Investment Advisor Representative working at Womack Investment Advisers, Inc. in Edmond, OK and has over 33 years of experience in the finance industry. Gregory Womack has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Robert Abel, financial advisor Edmond OK
Robert C. Abel
CRD# 4245607
Edward Jones
Similar Advisors
David Aboud, financial advisor Edmond OK
David F. Aboud
CRD# 1545223
Leonard Investment Advisors Inc.
Similar Advisors
Ethan Adams, financial advisor Edmond OK
Ethan J. Adams
CRD# 6797219
Plan Group Financial, Inc.
Professional Designations
Company Name Location Dates Years
Greneco Holding, LLC Edmond, OK Aug 2019 - Current 3
Greneco Management, LLC Edmond, OK Aug 2019 - Current 3
Red Book Publishing Company, Inc. Edmond, OK Mar 2018 - Current 4
Down To Earth Thai Massage, Inc. La Jolla, CA Jan 2018 - Current 4
Greneco, LLC Edmond, OK Jan 2017 - Current 5
Triad Capital, LLC Edmond, OK Jan 2014 - Current 8
Production Brokers, LLC Edmond, OK Jan 2014 - Current 8
Four Leaf Clover Investments, LLC Edmond, OK May 2004 - Current 18
Womack Advisers, LLC Edmond, OK Feb 2003 - Current 19
Womack Investment Advisers, Inc. Edmond, OK May 2000 - Current 22
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
Contact Info for Gregory K. Womack
Phone Number: 405-340-1717
Registered State(s):
  • CA
  • IL
  • IN
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    73
    MILLIONS
  • Total Number of Accounts
    424
    ACCOUNTS
  • Average Account Value
    $173,088
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

CA, IL, IN, OK, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.