Financial ADVSR advisor directory · SEC adviser records
Moss, Luse & Womble, LLC financial advisors in Plano, TX
Every SEC-registered investment adviser representative at a Moss, Luse & Womble, LLC office in Plano, A to Z.
21 registered advisors work at Moss, Luse & Womble, LLC in Plano, out of 21 at the firm nationwide; it ranks number 15 in the city by advisors. 13 list the CFP designation and 0 are also registered broker representatives.
Moss, Luse & Womble, LLC advisors in Plano, A to Z
Every Moss, Luse & Womble, LLC advisor →- Matthew E. BryanInvestment adviser rep
- Cody CaldwellCertified Financial Planner
- Joshua DavisInvestment adviser rep
- Ian A. EvansCertified Financial Planner
- Travis G. FergusonInvestment adviser rep
- Trevor J. FreemanCertified Financial Planner
- Grayson S. HatfieldCertified Financial Planner
- Nathan T. HilliardCertified Financial Planner
- Erika J. HowellCertified Financial Planner
- Miles N. KellumCertified Financial Planner
- Jason W. KobzaChartered Financial Analyst
- Morgan C. LuckInvestment adviser rep
- Jason S. LuseInvestment adviser rep
- Jeffrey M. MossCertified Financial Planner
- Szilvia NadorInvestment adviser rep
- Dustin W. NunleyCertified Financial Planner
- Kyle M. SummervilleCertified Financial Planner
- Cameron M. TeelCertified Financial Planner
- Alexander R. WagnerCertified Financial Planner
- Kara WilsonInvestment adviser rep
- Michael A. WombleCertified Financial Planner
Moss, Luse & Womble, LLC advisors in every city and state →Moss, Luse & Womble, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Plano
All Plano advisors →Fisher Investments 1,880Vanguard Advisers, Inc. 230J.P. Morgan Securities LLC 212Strategic Advisers LLC 50UBS Financial Services Inc. 49Ameriprise Financial Services, LLC 48Morgan Stanley 39Edward Jones 31Transamerica Financial Advisors, LLC 31LPL Financial LLC 29Charles Schwab & Co., Inc. 27LPL Enterprise, LLC 27
Questions
How many financial advisors does Moss, Luse & Womble, LLC have in Plano?
21 investment adviser representatives are registered at Moss, Luse & Womble, LLC offices in Plano, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 21 nationwide. 13 list the CFP designation and 0 are also registered as broker representatives.
Is Moss, Luse & Womble, LLC one of the largest advisor employers in Plano?
Moss, Luse & Womble, LLC ranks number 15 in Plano by registered advisors; Fisher Investments has the most, with 1,880.
How do I check a Moss, Luse & Womble, LLC advisor in Plano?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Moss, Luse & Womble, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.