Womack Investment Advisers, Inc.

Womack Investment Advisers, Inc. (CRD# 118081) is a financial advisory firm headquartered in Edmond, OK. They manage $68,907,301 in 441 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    441
    ACCOUNTS
  • Average Account Value
    $156,252
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
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 - 4 of 4 top financial advisors.
1
Jeffrey S. Beattie
CRD#: 4696733
1366 E 15th St, Edmond, OK 73013

Jeffrey Beattie (CRD# 4696733) is an Investment Advisor Representative working at Womack Investment Advisers, Inc. in Edmond, OK and has over 17 years of experience in the finance industry.

2
Richard A. Feely
CRD#: 5606451
150 East Huron Street, Suite 1104, Chicago, IL 60611

Richard Feely (CRD# 5606451) is an Investment Advisor Representative working at Womack Investment Advisers, Inc. in Chicago, IL and has over 15 years of experience in the finance industry.

3
Gregory K. Womack
CRD#: 1858242
1366 E 15th St, Edmond, OK 73013

Gregory Womack (CRD# 1858242) is an Investment Advisor Representative working at Womack Investment Advisers, Inc. in Edmond, OK and has over 35 years of experience in the finance industry.

4
Sanford H. Prager
CRD#: 2026615
1366 E 15th St, Edmond, OK 73013

Sanford Prager (CRD# 2026615) is an Investment Advisor Representative working at Womack Investment Advisers, Inc. in Edmond, OK and has over 20 years of experience in the finance industry.

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