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://linkedin.com/company/11034756
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 11 - 16 of 16 top financial advisors.
11
Cody Caldwell, financial advisor Plano TX
Cody Caldwell
CRD#: 7687566
5160 Tennyson Parkway, Suite 2000w, Plano, TX 75024

Cody Caldwell (CRD# 7687566) is an Investment Advisor Representative working at Moss, Luse & Womble, LLC in Plano, TX and has 1 year of experience in the finance industry.

12
Ian Evans, financial advisor Plano TX
Ian A. Evans
CRD#: 7510001
5160 Tennyson Parkway, Suite 2000w, Plano, TX 75024

Ian Evans (CRD# 7510001) is an Investment Advisor Representative working at Moss, Luse & Womble, LLC in Plano, TX and has 1 year of experience in the finance industry.

13
Grayson Hatfield, financial advisor Plano TX
Grayson S. Hatfield
CRD#: 7311352
5160 Tennyson Parkway, Suite 2000w, Plano, TX 75024

Grayson Hatfield (CRD# 7311352) is an Investment Advisor Representative working at Moss, Luse & Womble, LLC in Plano, TX and has 1 year of experience in the finance industry.

14
Jason Kobza, financial advisor Plano TX
Jason W. Kobza
CRD#: 7252795
5160 Tennyson Parkway, Suite 2000w, Plano, TX 75024

Jason Kobza (CRD# 7252795) is an Investment Advisor Representative working at Moss, Luse & Womble, LLC in Plano, TX and has 1 year of experience in the finance industry.

15
Cameron Teel, financial advisor Plano TX
Cameron M. Teel
CRD#: 7777378
5160 Tennyson Parkway, Suite 2000w, Plano, TX 75024

Cameron Teel (CRD# 7777378) is an Investment Advisor Representative working at Moss, Luse & Womble, LLC in Plano, TX and has 1 year of experience in the finance industry.

16
Alexander Wagner, financial advisor Plano TX
Alexander R. Wagner
CRD#: 7687533
5160 Tennyson Parkway, Suite 2000w, Plano, TX 75024

Alexander Wagner (CRD# 7687533) 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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