Terry Warren Edwards

Employer firm

Womack Wealth Management, Inc. CRD 146126

$407M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2009 → 10/2017
  Ameriprise Financial Services, Inc.
  Albuquerque, NM
• 10/2017 → Present
  Womack Wealth Management, Inc.
  Manhattan Beach, CA

Previous Registrations

• 2009-09-04 → 2017-10-16
  Ameriprise Financial Services, Llc
  Albuquerque, NM
  Albuquerque, NM
  Albuquerque, NM
• 2009-06-01 → 2009-09-08
  Morgan Stanley
  Albuquerque, NM
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Albuquerque, NM
• 2004-07-26 → 2007-04-02
  Morgan Stanley Dw Inc.
  Albuquerque, NM
  Albuquerque, NM

Other Businesses

OTHER BUSINESS ACTIVITIES: ACTING AS AGENT FOR THE FLIGNER TRUSTS; COMPLEX TRUST; ACTING AS AGENT FOR MY MOTHER-IN-LAW AND FATHER-IN-LAW'S TRUST TO MANAGE THE REAL PROPERTY ASSETS (VACANT LAND); ACTING AS AGEN FOR MY MOTHER-IN-LAW AND FATHER-IN-LAW'S TRUST TO MANAGE THE REAL PROPERTY ASSETS (VACANT LAND); ALBUQUERQUE, NM; NOT INVESTMENT RELATED; AUGUST 2014; 1-9 HOURS PER MONTH; 0 DURING TRADING HOURS. OTHER BUSINESS ACTIVITIES: NEW MEXICO NOTARY; NOTARY; NO SEPARATE BUSINESS STRUCTURE (THAT IS, THIS DOES NOT APPLY); NOTARIZE SIGNATURES; NOTARIZE SIGNATURES; ALBUQUERQUE NM 87110; NOT INVESTMENT RELATED; AUGUST 2015; 1-9 HOURS PER MONTH; 1-9 DURING TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2004-07-23