Womack Financial LLC

Womack Financial LLC (CRD# 174873) is a financial advisory firm headquartered in Addison, TX. They manage $12,662,524 in 197 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    197
    ACCOUNTS
  • Average Account Value
    $64,277
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

TX

Financial Advisors at Womack Financial LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joshua K. Womack
CRD#: 5729091
16479 Dallas Parkway, Suite 380, Addison, TX 75001
93
Wealthminder
score

Joshua Womack (CRD# 5729091) is an Investment Advisor Representative working at Womack Financial LLC in Addison, TX and has over 8 years of experience in the finance industry.

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