Womack Investment Advisers, Inc.

Womack Investment Advisers, Inc. (CRD# 118081) is a financial advisory firm headquartered in Edmond, OK. They manage $51,770,047 in 409 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    409
    ACCOUNTS
  • Average Account Value
    $126,577
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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.

CA, IL, IN, OK, TX

Financial Advisors at Womack Investment Advisers, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Jeffrey S. Beattie
CRD#: 4696733
Edmond, OK 73013

Jeffrey Beattie (CRD# 4696733) is an Investment Advisor Representative working at Womack Investment Advisers, Inc. in Edmond, OK and has over 13 years of experience in the finance industry.

2
Richard A. Feely
CRD#: 5606451
Chicago, IL 60611

Richard Feely (CRD# 5606451) is an Investment Advisor Representative working at Womack Investment Advisers, Inc. in Chicago, IL and has over 11 years of experience in the finance industry.

3
Gregory K. Womack
CRD#: 1858242
Edmond, OK 73013

Gregory Womack (CRD# 1858242) is an Investment Advisor Representative working at Womack Investment Advisers, Inc. in Edmond, OK and has over 31 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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