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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Hanson Womack is an investment advisor representative with Womack Wealth Management, Inc. Charles has over 30 years of experience in the financial services industry and is a registered investment advisor in Arizona, California, Louisiana, and Texas. Charles specializes in providing financial planning, portfolio management, and pension consulting services to high-net-worth individuals and families. He is also a registered principal with the firm. Charles's previous experience includes working at Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc., and Eaton Vance Distributors, Inc. Charles is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
03/22/2012 - Present
Womack Wealth Management, Inc. (MANHATTAN BEACH CA)
NM
07/25/2011 - 03/20/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALBUQUERQUE NM)
NM
06/01/2009 - 07/27/2011
UBS FINANCIAL SERVICES INC. (ALBUQUERQUE NM)
MA
12/20/2001 - 01/10/2007
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
NA
01/26/1982 - 06/24/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
06/25/1970 - 04/25/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
BC
Issued 04/01/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/26/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/1990
Series 24 - General Securities Principal Examination
BC
Issued 12/19/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/23/1970
Series 000 - General Securities Principal Examination
BC
Issued 06/23/1970
Series 1 - Registered Representative Examination
Active
Inactive
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