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Kara Wilson

Investment adviser representative at Moss, Luse & Womble in Plano, TX

Investment adviser registrationUpdated

Kara Wilson is an investment adviser representative at Moss, Luse & Womble, LLC, an investment adviser managing $803M, and works from its Plano, TX office. Kara Wilson has been registered through Moss, Luse & Womble since 12 September 2025, has 1 year in the industry across 1 firm and has passed the Series 65.

1
Years in industry
1
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Kara Wilson has been an investment adviser representative at Moss, Luse & Womble since September 2025, and is not listed among the firm’s executive officers or direct owners.

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.

  1. – present · 1 year
    Plano, TX · Adviser representative · Firm CRD 152841

Credentials and registrations

Investment adviser representative registrations

Kara Wilson is registered as an investment adviser representative in Texas, since September 2025.

  • TexasSince 12 September 2025

Examinations

Series 6512 September 2025
Name
Uniform Investment Adviser Law Examination

Key facts

CRD
8133151
Firm
Moss, Luse & Womble · CRD 152841
Office
5160 TENNYSON PARKWAY, SUITE 2000W, Plano, TX 75024
Registration
Investment adviser registration
In the industry since
September 2025
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Kara Wilson work?

Kara Wilson is an investment adviser representative registered through Moss, Luse & Womble, LLC since September 2025, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is Kara Wilson a financial advisor?

Yes. Kara Wilson has a current investment-adviser registration in Texas, through Moss, Luse & Womble since September 2025.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Kara Wilson have?

Kara Wilson has 1 year in the financial industry, since September 2025, across 1 adviser firm.

Source: IAPD individual record, checked 24 October 2026

What exams has Kara Wilson passed?

Kara Wilson passed the Series 65 in September 2025.

Source: IAPD individual record, checked 24 October 2026

Where is Kara Wilson based?

Kara Wilson’s registered office is in Plano, TX.

Source: IAPD individual record, checked 24 October 2026

Is Kara Wilson registered with FINRA?

No. Kara Wilson has no current broker registration.

Source: IAPD individual record, checked 24 October 2026

How can I verify Kara Wilson’s record?

Search CRD 8133151 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kara Wilson’s full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at Moss, Luse & Womble

Sources

  1. IAPD individual record, CRD 8133151, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Moss, Luse & Womble, LLC, filed 28 September 2026. Executive officers and direct owners; this person is not among them.