Womack & Associates, LLC

Womack & Associates, LLC (CRD# 136215) is a financial advisory firm headquartered in Huntsville, AL. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL

Financial Advisors at Womack & Associates, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Stephanie K. Kingsford
CRD#: 6822372
4650 Whitesburg Dr S Suite 101, Huntsville, AL 35802
90
Wealthminder
score

Stephanie Kingsford (CRD# 6822372) is an Investment Advisor Representative working at Womack & Associates, LLC in Huntsville, AL and has 1 year of experience in the finance industry. Stephanie Kingsford 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.

2
Lori A. Womack
CRD#: 4603889
4650 Whitesburg Drive S Suite 101, Huntsville, AL 35802
90
Wealthminder
score

Lori Womack (CRD# 4603889) is an Investment Advisor Representative working at Womack & Associates, LLC in Huntsville, AL and has 1 year of experience in the finance industry. Lori 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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