Lori Womack is a CFP-designated registered investment advisor at Womack & Associates, LLC, based in Huntsville, AL, with 22 years of industry experience. Lori operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Womack & Associates primarily provides financial planning services and does not offer investment management. They will refer clients to investment advisors but do not provide specific advice on securities.
Location
4650 Whitesburg Drive S Suite 101, Huntsville, AL, 35802
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lori is the sole owner and managing member of Womack & Associates, LLC. She is also a CPA and spends the majority of her time managing the firm's public accounting practice, including tax planning, compliance, and small business accounting services.
Employment History
Current Registrations
Womack & Associates, LLC
Previous Registrations
Beason & Nalley, INC.
State Registrations1 state
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