JW
Joshua K. Womack
WOMACK FINANCIAL LLC
DALLAS, TX 75206
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CRD#: 5729091
JW
Professional summary
Joshua Keith Womack is a registered financial advisor currently at WOMACK FINANCIAL LLC located in Dallas, Texas.
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Joshua has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1) Pegasus Glass, LLC doing business as Marble Falls Glass & Mirror: Non Investment-Related, Marble Falls, TX, Glass and Mirror Installation, Member of the Board of Directors, Started: 1/10/2018, Approximate number of hours per month: 10, Board member and investor and Consultant to President of company. 2) Womack Capital GP, LLC: Investment-Related, General Partner, Managing Member, Started: 4/1/2016, Approximate number of hours per month: 20, Managing Member. 3) EntreCapital, LLC: Mr. Womack provides general consulting and management services to individuals, companies and partnerships. Dallas, TX, Approximate number of hours per month: 5, Consultant/Member. 4) Another Way Capital, LLC: Mr. Womack is a member of Another Way Capital LLC - A private management company that invests in cash flow producing privately held businesses. Dallas, TX, Approximate number of hours per month: 5, Member.
CRS (Client Relationship Summary) - RIA
Click below to view Joshua Keith 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®
NoneExperience
Current
May 21, 2015 - Present
WOMACK FINANCIAL LLC
Office #1: 4849 Greenville Ave. Suite 100-173, Dallas, TX 75206RIA
CRD#: 174873
DALLAS, TX
Past
January 1, 2010 - November 19, 2015
VOGEL FINANCIAL ADVISORS, LLC
RIA
CRD#: 114219
DALLAS, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WF
WOMACK FINANCIAL LLC
WOMACK FINANCIAL LLC | WOMACK FINANCIAL, LLC
CRD#: 174873 / SEC#: 801-130892
RIA
Registered Investment Advisory firm - (8/9/2024 Approved)Texas
Registered Investment Advisory firm - (8/16/2024 Terminated)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
Texas(5/21/2015)
Current Firm
WF
WOMACK FINANCIAL LLC
WOMACK FINANCIAL LLC | WOMACK FINANCIAL, LLC
CRD#: 174873 / SEC#: 801-130892
RIA
Registered Investment Advisory firm - (8/9/2024 Approved)Texas
Registered Investment Advisory firm - (8/16/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4849 Greenville Ave. Suite 100-173, Dallas, TX 75206
Mailing Address
Phone number
(214) 843-0070
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 507 |
| AUM (Assets Under Management) | $ 132,586,782 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
WOMACK FINANCIAL LLC
CRD#: 174873Dallas, TX 75206TRUST BUT VERIFY
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