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Christopher Bryant Packard

Investment adviser representative at Womack Wealth Management, Inc.
12 yearsExperience
1 stateRegistered in
$406.9MFirm assets
10 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

12 years in the industry.

  1. Womack Wealth Management, Inc.Sep 2017 to now
  2. Morgan Stanley Private Bank, National AssociaionFeb 2015 to Sep 2017
  3. Morgan StanleySep 2014 to Sep 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2000
  • Series 66 · Uniform Combined State Law2014

State registrations

Registered as an investment adviser representative in 1 state (CA).

Womack Wealth Management, Inc.

$406.9MAssets managed
198Clients
5Advisers
10 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4141848
Firm CRD
146126
Advisor's SEC record (opens in a new tab)
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