Trevor Freeman has been an investment adviser representative at Moss, Luse & Womble since December 2025, and is not listed among the firm’s executive officers or direct owners. Trevor Freeman holds a Bachelor of Business Administration in Accounting & Finance from Baylor University and a Master of Accountancy in Accounting from Baylor 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.
Trevor Freeman is Senior Planner of Moss, Luse & Womble, LLC. He began his career at Ernst & Young, LLP, as a tax associate in the Financial Services division on the Wealth and Asset Management Team, preparing federal corporate and partnership tax for hedge fund clients and trust and estate tax returns for high net-worth individuals. He then came to the firm as a Paraplanner to pursue a career in financial planning.
- Moss, Luse & Womble, LLCCurrent– present · under a yearPlano, TX · Adviser representative · Firm CRD 152841
Professional designations
Listed by Moss, Luse & Womble
- Certified Public Accountant (CPA)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Trevor Freeman is registered as an investment adviser representative in Texas, since December 2025.
- TexasSince 23 December 2025
Examinations
No examinations are on Trevor Freeman’s record.
- Full name
- Trevor John Freeman
- CRD
- 7796774
- Firm
- Moss, Luse & Womble · CRD 152841
- Office
- 5160 TENNYSON PARKWAY, SUITE 2000W, Plano, TX 75024
- Registration
- Investment adviser registration
- In the industry since
- December 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mosslusewomble.com
Where does Trevor Freeman work?
Trevor Freeman is an investment adviser representative registered through Moss, Luse & Womble, LLC since December 2025, and is not listed among the firm’s executive officers or direct owners.
Is Trevor Freeman a financial advisor?
Yes. Trevor Freeman has a current investment-adviser registration in Texas, through Moss, Luse & Womble since December 2025.
How many years of experience does Trevor Freeman have?
Trevor Freeman has 0 years in the financial industry, since December 2025, across 1 adviser firm.
Where is Trevor Freeman based?
Trevor Freeman’s registered office is in Plano, TX.
Is Trevor Freeman registered with FINRA?
No. Trevor Freeman has no current broker registration.
Is Trevor Freeman a CFP?
Moss, Luse & Womble lists Trevor Freeman with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Trevor Freeman’s record?
Search CRD 7796774 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Trevor Freeman’s full registration record.
