Moss, Luse & Womble, LLC

Moss, Luse & Womble, LLC (CRD# 152841) is a financial advisory firm headquartered in Plano, TX. They manage $435,602,000 in 1,867 accounts and serve the financial needs of clients across 19 states (or territories).

Current Firm Details
5160 Tennyson Parkway, Suite 2000w, Plano, TX 75024
http://www.facebook.com/mlwfinancial
By the Numbers
  • Total Assets Under Management
    436
    MILLION
  • Total Number of Accounts
    1,867
    ACCOUNTS
  • Average Account Value
    $233,317
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
The map below shows states where this firm has explicit registration only.

CA, CO, FL, GA, IL, KS, LA, MI, MO, NC, NE, NH, NJ, NM, NV, NY, PA, TX, WI

Financial Advisors at Moss, Luse & Womble, LLC
Showing 1 - 10 of 16 top financial advisors.
1
Caitlin Brown, financial advisor Plano TX
Caitlin G. Brown
CRD#: 6744388
5160 Tennyson Parkway, Suite 2000w, Plano, TX 75024

Caitlin Brown (CRD# 6744388) is an Investment Advisor Representative working at Moss, Luse & Womble, LLC in Plano, TX and has over 7 years of experience in the finance industry.

2
Matthew Bryan, financial advisor Plano TX
Matthew E. Bryan
CRD#: 5644531
5160 Tennyson Parkway, Suite 2000w, Plano, TX 75024

Matthew Bryan (CRD# 5644531) is an Investment Advisor Representative working at Moss, Luse & Womble, LLC in Plano, TX and has over 15 years of experience in the finance industry.

3
Travis Ferguson, financial advisor Plano TX
Travis G. Ferguson
CRD#: 6309189
5160 Tennyson Parkway, Suite 2000w, Plano, TX 75024

Travis Ferguson (CRD# 6309189) is an Investment Advisor Representative working at Moss, Luse & Womble, LLC in Plano, TX and has over 10 years of experience in the finance industry.

4
Miles Kellum, financial advisor Plano TX
Miles N. Kellum
CRD#: 6292664
5160 Tennyson Parkway, Suite 2000w, Plano, TX 75024

Miles Kellum (CRD# 6292664) is an Investment Advisor Representative working at Moss, Luse & Womble, LLC in Plano, TX and has over 10 years of experience in the finance industry.

5
Jason Luse, financial advisor Plano TX
Jason S. Luse
CRD#: 5085662
5160 Tennyson Parkway, Suite 2000w, Plano, TX 75024

Jason Luse (CRD# 5085662) is an Investment Advisor Representative working at Moss, Luse & Womble, LLC in Plano, TX and has over 18 years of experience in the finance industry.

6
Jackson McDaniel, financial advisor Plano TX
Jackson G. McDaniel
CRD#: 6700435
5160 Tennyson Parkway, Suite 2000w, Plano, TX 75024

Jackson McDaniel (CRD# 6700435) is an Investment Advisor Representative working at Moss, Luse & Womble, LLC in Plano, TX and has over 7 years of experience in the finance industry.

7
Jeffrey Moss, financial advisor Plano TX
Jeffrey M. Moss
CRD#: 4776080
5160 Tennyson Parkway, Suite 2000w, Plano, TX 75024

Jeffrey Moss (CRD# 4776080) is an Investment Advisor Representative working at Moss, Luse & Womble, LLC in Plano, TX and has over 19 years of experience in the finance industry.

8
Dustin Nunley, financial advisor Plano TX
Dustin W. Nunley
CRD#: 6832888
5160 Tennyson Parkway, Suite 2000w, Plano, TX 75024

Dustin Nunley (CRD# 6832888) is an Investment Advisor Representative working at Moss, Luse & Womble, LLC in Plano, TX and has 1 year of experience in the finance industry.

9
Michael Womble, financial advisor Plano TX
Michael A. Womble
CRD#: 5278385
5160 Tennyson Parkway, Suite 2000w, Plano, TX 75024

Michael Womble (CRD# 5278385) is an Investment Advisor Representative working at Moss, Luse & Womble, LLC in Plano, TX and has over 17 years of experience in the finance industry.

10
Clark Buchanan, financial advisor Plano TX
Clark D. Buchanan
CRD#: 7781925
5160 Tennyson Parkway, Suite 2000w, Plano, TX 75024

Clark Buchanan (CRD# 7781925) is an Investment Advisor Representative working at Moss, Luse & Womble, LLC in Plano, TX and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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