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Demaya Nakena Womack

Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
1 stateRegistered in
$0Firm assets
39 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.

Fixed or flat feeOther

Services the firm offers

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

  • Financial planning

Experience

10 years in the industry.

  1. Charles Schwab & Co., Inc.Jun 2025 to now
  2. Charles Schwab Bank, SsbJun 2025 to now
  3. Lee HollisFeb 2024 to now
  4. Fidelity InvestmentsJun 2024 to Feb 2025
  5. TIAASep 2023 to Feb 2024
  6. TIAA-CREF Individual & Institutional Services, LLCSep 2023 to Feb 2024
  7. UnemployedDec 2022 to Sep 2023
  8. Finance of America ReverseNov 2021 to Nov 2022
  9. Guild MortgageNov 2020 to Nov 2021
  10. Mr CooperFeb 2020 to Oct 2020
  11. UnemployedDec 2019 to Feb 2020
  12. Mr CooperOct 2019 to Dec 2019
  13. MetasourceSep 2019 to Nov 2019
  14. UnemployedMar 2019 to Aug 2019
  15. Pacific Union FinancialAug 2017 to Feb 2019
  16. UnemployedFeb 2017 to Aug 2017
  17. First Funding / Savoy Consulting Services, Inc.Sep 2016 to Feb 2017
  18. RandstadMay 2016 to Dec 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023
  • Series 65 · Uniform Investment Adviser Law2024

State registrations

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

Charles Schwab & Co., Inc.

$0Assets managed
0Clients
6,777Advisers
39 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
7805265
Firm CRD
5393
Advisor's SEC record (opens in a new tab)
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