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 35 years of experience in the finance industry.

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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
Disclosure Information

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
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
    71
    MILLIONS
  • Total Number of Accounts
    431
    ACCOUNTS
  • Average Account Value
    $165,511
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

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