Womack Financial LLC

Womack Financial LLC (CRD# 174873) is a financial advisory firm headquartered in Dallas, TX. They manage $107,348,971 in 463 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
14555 Dallas Parkway, Suite 100-382, Dallas, TX 75254
https://www.womackfinancial.com
By the Numbers
  • Total Assets Under Management
    107
    MILLION
  • Total Number of Accounts
    463
    ACCOUNTS
  • Average Account Value
    $231,855
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Womack Financial LLC
Showing 1 - 2 of 2 top financial advisors.
1
Laura Cordell, financial advisor Dallas TX
Laura D. Cordell
CRD#: 5582361
14555 Dallas Parkway, Suite 100-382, Dallas, TX 75254

Laura Cordell (CRD# 5582361) is an Investment Advisor Representative working at Womack Financial LLC in Dallas, TX and has over 14 years of experience in the finance industry.

2
Joshua Womack, financial advisor Dallas TX
Joshua K. Womack
CRD#: 5729091
14555 Dallas Parkway, Suite 100-382, Dallas, TX 75254

Joshua Womack (CRD# 5729091) is an Investment Advisor Representative working at Womack Financial LLC in Dallas, TX and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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