WOMACK & ASSOCIATES, LLC
Firm details
- Headquarters
- HUNTSVILLE, Alabama
- CRD number
- 136215
- Website
- womackassociatesllc.com
- Fee structure
- Hourly Charges, Other
- Services
- Financial PlanningEducational Seminars / Workshops
Firm profile
FINTRXOverview
Womack & Associates, LLC operates as a limited liability company owned by an individual and is classified in the data as unclassified. The firm identifies its primary business activity as accounting and lists financial planning and educational seminars/workshops among its advisory activities. Its pricing approach includes hourly charges and other unspecified fees rather than a traditional asset-based advisory fee. The record does not indicate active ESG investing, multi-state adviser registration, pension consulting, capital-allocation activity, or affiliation with a related adviser. The year of SEC registration is not provided.
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 2Stephanie 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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