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Robert Womack

21 Years of Experience
Franklin, TN
BrokerSells Insurance

Robert Womack is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Franklin, TN, with 21 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2117 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.

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Location

501 Corporate Centre Dr, Ste 200, Franklin, TN, 37067

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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.

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Other Business ActivitiesSells Insurance

Robert may earn commissions from insurance companies for selling non-variable life, health, annuity, and/or disability income insurance products.

Employment History
Current Registrations
Northwestern Mutual Investment Services, LLCBroker
October 2012 - Present · 13 yrs 7 mos
Previous Registrations
Avondale Partners, LLCBroker
August 2004 - May 2012 · 7 yrs 9 mos
State Registrations23 states
ALARDCFLGAILINKSKYLAMNMOMSMTNCNJNYOHSCTNTXWAWI
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.