Lori A. Womack

WOMACK & ASSOCIATES

Huntsville, AL 35802

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CRD#: 4603889

Professional summary

Lori Ann Womack, CFP®, who also goes by Lori Ann Kimble, is a registered financial advisor currently at WOMACK & ASSOCIATES, LLC located in Huntsville, Alabama.

Lori is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Lori has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lori Ann Kimble

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

I am the sole owner and managing member of Womack & Associates, LLC located at 4650 Whitesburg Dr. S, Suite 101, Huntsville, AL 35802. In addition to being a registered investment advisor of the firm, I am also a CPA and spend the majority of my time managing the firm's public accounting practice which includes tax planning and compliance and small business accounting services.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lori Ann Womack's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2002

Experience

Current

November 21, 2005 - Present

WOMACK & ASSOCIATES, LLC

Office #1: 4650 Whitesburg Drive S Suite 101, Huntsville, AL 35802

RIA

CRD#: 136215

Huntsville, AL

Past

October 31, 2002 - December 31, 2004

BEASON & NALLEY, INC.

RIA

CRD#: 123890

HUNTSVILLE, AL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Alabama
(11/21/2005)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

WOMACK & ASSOCIATES, LLC

CRD#: 136215 / SEC#:

Alabama

Registered Investment Advisory firm - (11/21/2005 Approved)

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Contact information

Main Address

4650 Whitesburg Drive S Suite 101, Huntsville, AL 35802

Mailing Address

Phone number

(256) 534-1360

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Lori A. Womack

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lori Ann Womack's CRS (Customer Relationship Summary).

Certified licenses

Experience

WOMACK & ASSOCIATES, LLC

BEASON & NALLEY, INC.

State Registrations and Notice Filings

Exams

Current Firm

WOMACK & ASSOCIATES, LLC

Contact information

Documents

Red Flags

Company Information

WOMACK & ASSOCIATES, LLC

TRUST BUT VERIFY

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