Trevor John Freeman
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, LLCJan 2026 to now
- Moss, Luse & Womble, LLCNov 2022 to Dec 2025
- Ernst & Young, LLPJul 2021 to Nov 2022
- Ernst & Young, LLPJan 2021 to Apr 2021
- LearfieldJun 2018 to Aug 2018
- Baylor UniversityAug 2016 to Dec 2020
Designations
- CFP® certification
Exams passed
No exams in this record.
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
- 7796774
- Firm CRD
- 152841