William A. Womack

GREEN TURTLE CAPITAL MANAGEMENT

JACKSON, MS 39216

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CRD#: 734227

Professional summary

William Absher Womack, who also goes by Bill Womack, is a registered financial advisor currently at GREEN TURTLE CAPITAL MANAGEMENT, LLC located in Jackson, Mississippi.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. William has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Womack

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.

WOMACK ASSET MGT,INVESTMENT-RELATED, PRESIDENT,8-1997 TO PRESENT, WOMACK ASSET MGT IS GENERAL PT OF NAVARRE PARTNERS LP. LOCATED AT 1667 LELIA DRIVE, JACKSON, MS 39216. OWN 25% OF GREEN TURTLE CAPITAL MGT LLC. GREEN TURTLE CAPITAL MGT LLC IS GENERAL PARTNER OF GREEN TURTLE PARTNERS LP SINCE AUG. 2000. BOTH ARE INVESTMENT-RELATED ADDRESS IS 639 LOYOLA AVE, STE 2775, NOLA 70113. DEVOTE APPROX 75 HR/MTH TO THESE BUSINESSES, INCL. 70 HRS/MTH DURING MKT HRS. UPTICK ENTERPRISES STOCKHOLDER, 111 VETERANS BLVD., SUITE 702, METAIRIE, LA 70005, FISHING BOAT, NON INVESTMENT RELATED, DEVOTE 1 HR/MTH 0 DURING MKT HRS, NOT COMPENSATED. MANAGING MEMBER/INVESTOR OF RUNNING WILD LLC, 526 HEATHERSTONE COURT IN MISSISSIPPI SINCE JULY 2014. INVESTMENT RELATED, COMPENSATION WILL DEPEND ON INCOME, WILL WORK APPROXIMATELY 1 HOUR PER WEEK POSSIBLY DURING MARKET HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Absher 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®

None

Experience

Current

August 15, 2012 - Present

GREEN TURTLE CAPITAL MANAGEMENT, LLC

Office #1: 1667 Lelia Suite 101, Jackson, MS 39216

RIA

CRD#: 160431

JACKSON, MS

Past

August 16, 2012 - December 31, 2017

WOMACK ASSET MANAGEMENT

RIA

CRD#: 159778

RIDGELAND, MS

Past

September 1, 2000 - October 22, 2019

JOHNSON RICE & COMPANY L.L.C.

CRD#: 19524

NEW ORLEANS, LA

Past

January 28, 1997 - July 9, 1998

COKER & PALMER

CRD#: 29163

JACKSON, MS

Past

May 16, 1996 - December 31, 1996

DEPOSIT GUARANTY INVESTMENTS, INC.

CRD#: 27560

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

Louisiana
(8/15/2012)

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

State Security Law Exam

IAR

Series 65

Date: 7/18/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/14/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/24/2000

General Securities Representative Examination

Current Firm

GREEN TURTLE CAPITAL MANAGEMENT, LLC

CRD#: 160431 / SEC#:

Louisiana

Registered Investment Advisory firm - (8/15/2012 Approved)

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Contact information

Main Address

639 Loyola Avenue Suite 2775, New Orleans, LA 70113

Mailing Address

Phone number

(504) 584-1228

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 15,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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William A. Womack

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Absher Womack's CRS (Customer Relationship Summary).

Certified licenses

Experience

GREEN TURTLE CAPITAL MANAGEMENT, LLC

WOMACK ASSET MANAGEMENT

JOHNSON RICE & COMPANY L.L.C.

COKER & PALMER

DEPOSIT GUARANTY INVESTMENTS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/18/2012

Series 63

Date: 8/14/2000

SIE

Date: 10/1/2018

Series 7

Date: 8/24/2000

Current Firm

GREEN TURTLE CAPITAL MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GREEN TURTLE CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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