Stephanie Kingsford is a CFP-designated registered investment advisor at Womack & Associates, LLC, based in Huntsvile, AL, with 8 years of industry experience. Stephanie 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 Dr S Suite 101, Huntsvile, AL, 35802
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Stephanie is a CPA employed by Womack & Associates, LLC, providing tax planning and compliance, and small business accounting services.
Employment History
Current Registrations
Womack & Associates, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.