Moss, Luse & Womble, LLC

Moss, Luse & Womble, LLC (CRD# 152841) is a financial advisory firm headquartered in Addison, TX. They manage $42,318,000 in 706 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    706
    ACCOUNTS
  • Average Account Value
    $59,941
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Moss, Luse & Womble, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Jeffrey M. Moss
CRD#: 4776080
15601 Dallas Parkway, Suite 530, Addison, TX 75001
96
Wealthminder
score

Jeffrey Moss (CRD# 4776080) is an Investment Advisor Representative working at Moss, Luse & Womble, LLC in Addison, TX and has over 12 years of experience in the finance industry. Jeffrey Moss has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Michael A. Womble
CRD#: 5278385
15601 Dallas Parkway, Suite 530, Addison, TX 75001
96
Wealthminder
score

Michael Womble (CRD# 5278385) is an Investment Advisor Representative working at Moss, Luse & Womble, LLC in Addison, TX and has over 10 years of experience in the finance industry. Michael Womble has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Matthew E. Bryan
CRD#: 5644531
15601 Dallas Parkway, Suite 530, Addison, TX 75001
93
Wealthminder
score

Matthew Bryan (CRD# 5644531) is an Investment Advisor Representative working at Moss, Luse & Womble, LLC in Addison, TX and has over 7 years of experience in the finance industry.

4
Jason S. Luse
CRD#: 5085662
15601 Dallas Parkway, Suite 530, Addison, TX 75001
93
Wealthminder
score

Jason Luse (CRD# 5085662) is an Investment Advisor Representative working at Moss, Luse & Womble, LLC in Addison, TX and has over 11 years of experience in the finance industry.

5
Travis G. Ferguson
CRD#: 6309189
15601 Dallas Parkway, Suite 530, Addison, TX 75001
89
Wealthminder
score

Travis Ferguson (CRD# 6309189) is an Investment Advisor Representative working at Moss, Luse & Womble, LLC in Addison, TX and has over 2 years of experience in the finance industry.

6
Miles N. Kellum
CRD#: 6292664
15601 Dallas Parkway, Suite 530, Addison, TX 75001
89
Wealthminder
score

Miles Kellum (CRD# 6292664) is an Investment Advisor Representative working at Moss, Luse & Womble, LLC in Addison, TX and has over 2 years of experience in the finance industry.

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