William Eric Womack
Investment adviser representative at LPL Financial LLC
12 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you William Eric Womack? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
12 years in the industry.
- LPL Financial LLCDec 2023 to now
- Lincoln Financial Securities CorporationAug 2022 to Nov 2023
- Northwestern Mutual Wealth Management CompanyMar 2021 to Jul 2022
- Northwestern Mutual Investment Services LLCMay 2020 to Jul 2022
- Northwestern Mutual Life Insurance CompanyMar 2020 to Jul 2022
- Self EmployedJun 2016 to Jul 2022
- Wombros LLCNov 2014 to Nov 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7222782
- Firm CRD
- 6413