Joshua Davis
Investment adviser representative at Moss, Luse & Womble, LLC
12 yearsExperience
1 stateRegistered in
$803.2MFirm assets
7 yearsFirm in business
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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
12 years in the industry.
- Moss, Luse & Womble, LLCJan 2021 to now
- East Texas Baptist UniversityAug 2018 to Dec 2020
- Tapestry of Grace Prep SchoolJun 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 7945245
- Firm CRD
- 152841