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.

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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
  • Total Number of Accounts
  • Average Account Value
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


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