Lawrence WomackCRD Number: 6258765
Current Firm: Valic Financial Advisors, Inc.
Lawrence Womack (CRD# 6258765) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Knoxville, TN and has over 4 years of experience in the finance industry.
Retirement Planning Services, LLC
Ubs Financial Services Inc.
Cw Securities, LLC
|Valic Financial Advisors, Inc.||Knoxville, TN||Sep 2015 - Current||2|
|Edward Jones||St. Louis, MO||Oct 2013 - Sep 2015||1|
|Family Sabatical||Atascadero, CA||Oct 2011 - Oct 2013||2|
|Santa Lucia Bank||Atascadero, CA||Jul 2003 - Oct 2011||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2014|
Total Assets Under Management24,745MILLIONS
Total Number of Accounts872,893ACCOUNTS
Average Account Value$28,348
- A percentage of assets under your management
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV