TrueAdvisor
TrueAdvisor
MW
ChFC
MW
ChFC

Meco Womack

TD Private Client Wealth LLC
26 Years of Experience
Charlotte, NC
Broker
View SEC Summary
View SEC Summary

Meco Womack is a ChFC-designated registered investment advisor at TD Private Client Wealth LLC, based in Charlotte, NC, with 26 years of industry experience. Meco is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 25,685 clients with $8.6B in assets under management.

TD Private Client Wealth LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
528 advisors
Number of Clients
25,685 clients
Average Client Portfolio
$334K average
Assets Under Management
$8.6B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $2.0M1.05%
$2.0M - $4.0M0.85%
$4M+0.65%

Rates shown are for Equity/Balanced accounts in Institutional and High Net Worth programs. Fixed income accounts have a separate schedule starting at 0.85%. TDIS US retail program charges a flat 1.10% for equity/balanced across all assets. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

13024 Ballantyne Corporate Place, Charlotte, NC, 28277-1581

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
TD Private Client Wealth LLCBroker
September 2026 - Present · 1 mo
TD Private Client Wealth LLC
September 2026 - Present · 1 mo
TD Private Client Wealth LLC
September 2026 - Present · 1 mo
Wells Fargo Securities, LLCBroker
August 2019 - Present · 7 yrs 2 mos
Wells Fargo Securities, LLC
August 2019 - Present · 7 yrs 2 mos
Previous Registrations
LPL Financial LLC
August 2017 - August 2019 · 2 yrs
Cornerstone Wealth
April 2016 - August 2017 · 1 yr 4 mos
LPL Financial LLCBroker
April 2014 - August 2019 · 5 yrs 4 mos
LPL Financial LLC
April 2014 - April 2016 · 2 yrs
Tiaa-Cref Advice and Planning Services
March 2013 - April 2014 · 1 yr 1 mo
Tiaa-Cref Individual & Institutional Services, LLCBroker
March 2013 - April 2014 · 1 yr 1 mo
LPL Financial LLC
January 2010 - February 2013 · 3 yrs 1 mo
LPL Financial LLCBroker
January 2010 - February 2013 · 3 yrs 1 mo
Uvest Financial Services Group, INC.
May 2007 - December 2011 · 4 yrs 7 mos
Uvest Financial Services Group, INC.Broker
September 2005 - May 2012 · 6 yrs 8 mos
Harrisdirect LLCBroker
November 1999 - September 2005 · 5 yrs 10 mos
State Registrations3 states
ILNCSC
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Charlotte, NC →All financial advisors in North Carolina →