Kyle Michael Summerville
Investment adviser representative at Moss, Luse & Womble, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$803.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Moss, Luse & Womble, LLCMar 2026 to now
- Charles Schwab & Co., Inc.Jul 2021 to Mar 2026
- MML Investor Services, LLCApr 2021 to Jun 2021
- Mass Mutual Life Insurance CompanyNov 2020 to Jun 2021
- The Golf Clubs At the TributeMay 2020 to Dec 2020
- Deloitte & Touche LLPJan 2020 to Mar 2020
- Fidelity InvestmentsJun 2019 to Aug 2019
- Vaquero ClubMay 2018 to Jul 2018
- Bay Point Golf ClubJun 2017 to Jul 2017
- University of OklahomaAug 2016 to Dec 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Moss, Luse & Womble, LLC
$803.2MAssets managed
874Clients
23Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7361375
- Firm CRD
- 152841