Womack & Associates, LLC
Firm details
- Headquarters
- Huntsville, Alabama
- CRD number
- 136215
- Website
- www.womackassociatesllc.com
- Fee structure
- Hourly Charges, Other
- Services
- Financial PlanningEducational Seminars / Workshops
Firm profile
FINTRXOverview
Womack & Associates, LLC is an Alabama-registered limited liability company owned by an individual. The firm’s primary activities center on accounting work and client education: it offers financial planning services and runs educational seminars and workshops. Its stated fee model is hourly (with other unspecified fee arrangements), which aligns with a service-oriented, advisory and consulting posture rather than a traditional asset-gathering, AUM-based model. The profile indicates the firm does not position itself as a capital allocator and is not identified as an active ESG investor. It is not characterized as a multi-state adviser and is not listed as a pension consultant or related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Stephanie Kingsford
AssociateCRD 6822372

Lori Womack
Managing MemberCRD 4603889
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Huntsville, AL
Madison
Location
Huntsville, AL
Headquartered in Huntsville, AL, anchoring the Huntsville-Decatur, AL metro in the South.
- Metro area
- Huntsville-Decatur, AL
- Region
- South
- County
- Madison
- Address
- 4650 Whitesburg Dr Sw
- Time zone
- CT (UTC-6)
- Office locations
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