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Terry Warren Edwards

Investment Adviser Representative at WOMACK WEALTH MANAGEMENT, INC.

Albuquerque, NMCRD #4778433Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
22 yrs
States Registered
2 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Terry Warren Edwards has worked in the securities industry since 2004. They have passed the Series 66, 31, and 7 examinations. They are registered to provide investment advisory services in New Mexico and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
New MexicoTexas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 7/23/2004
SIE
Securities Industry Essentials Examination
Passed 10/16/2017
Series 31
Futures Managed Funds Examination
Passed 10/11/2004
Series 7
General Securities Representative Examination
Passed 6/29/2004

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $500,0001.20%
Next $1,500,0001.00%
Next $1,000,0000.70%
Next $2,000,0000.50%
Next $45,000,0000.30%
Above $50,000,000
Source

Womack Wealth Management, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

WOMACK WEALTH MANAGEMENT, INC.Current
10/13/2017Albuquerque, NM
AMERIPRISE FINANCIAL SERVICES, INC.
9/4/200910/16/2017Albuquerque, NM
MORGAN STANLEY SMITH BARNEY LLC
6/1/20099/8/2009Albuquerque, NM
MORGAN STANLEY & CO. INCORPORATED
4/2/20076/1/2009Albuquerque, NM
MORGAN STANLEY
7/26/20044/2/2007Albuquerque, NM

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Terry Warren Edwards has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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