Erika Howell has been an investment adviser representative at Moss, Luse & Womble since August 2026, and is not listed among the firm’s executive officers or direct owners. Erika Howell holds a Bachelor of Business Administration in Accounting from Dallas Baptist University and a Master of Business Administration in Accounting from Dallas Baptist University.
Moss, Luse & Womble, LLC is a Plano, TX firm with $803M under management, 874 clients and 21 advisers in one office, as of its September 2026 filing.
Erika Howell is Senior Planner of Moss, Luse & Womble, LLC. She began her career in tax accounting in Dallas in 2019, working primarily with small businesses and real estate clients. She earned her CPA in 2021 and later that year moved to a wealth management firm in Coppell, where she focused on tax planning for high-net-worth individuals.
Erika Howell’s longest registration was 3 years at Cfo4life (2022–2025). Before joining Moss, Luse & Womble in 2026, Erika Howell was registered through Cfo4life.
- Moss, Luse & Womble, LLCCurrent– present · under a yearPlano, TX · Adviser representative · Firm CRD 152841
- Cfo4life– · 3 yearsCoppell, TX · Adviser representative · Firm CRD 287600
Professional designations
Listed by Moss, Luse & Womble
- Certified Public Accountant (CPA)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Erika Howell is registered as an investment adviser representative in Texas, since August 2026.
- TexasSince 20 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 20 August 2022 |
| Series 7TO | General Securities Representative Examination | 5 May 2022 |
| SIE | Securities Industry Essentials Examination | 6 November 2021 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Erika Jordan Howell
- CRD
- 7421525
- Firm
- Moss, Luse & Womble · CRD 152841
- Office
- 5160 TENNYSON PARKWAY, SUITE 2000W, Plano, TX 75024
- Registration
- Investment adviser registration
- In the industry since
- March 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mosslusewomble.com
Where does Erika Howell work?
Erika Howell is an investment adviser representative registered through Moss, Luse & Womble, LLC since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is Erika Howell a financial advisor?
Yes. Erika Howell has a current investment-adviser registration in Texas, through Moss, Luse & Womble since August 2026.
How many years of experience does Erika Howell have?
Erika Howell has 3 years in the financial industry, since March 2023, across 2 adviser firms.
What exams has Erika Howell passed?
Erika Howell has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in November 2021.
Where did Erika Howell work before Moss, Luse & Womble?
Before Moss, Luse & Womble, Erika Howell was registered through Cfo4life, August 2022 to October 2025.
Where is Erika Howell based?
Erika Howell’s registered office is in Plano, TX.
Is Erika Howell registered with FINRA?
No. Erika Howell has no current broker registration.
Is Erika Howell a CFP?
Moss, Luse & Womble lists Erika Howell with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Erika Howell’s record?
Search CRD 7421525 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Erika Howell’s full registration record.
