Kevin Phillip Womack
Investment adviser representative at Osaic Advisory Services, LLC
13 yearsExperience
1 stateRegistered in
$15.5BFirm assets
12 yearsFirm in business
Are you Kevin Phillip 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
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Osaic Advisory Services, LLCNov 2024 to now
- Osaic Wealth, Inc.Jun 2024 to now
- Securities America, Inc.Feb 2023 to Jun 2024
- Cameron UniversityAug 2017 to Dec 2022
- Cwm Cattle LLCMay 2017 to Feb 2023
- Empire High SchoolMay 2013 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (OK).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 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
- 7707163
- Firm CRD
- 171070