Derek Soliz, financial advisor Plano TX
93 score

Derek Soliz

CRD Number: 5392815
Current Firm: Fulcrumeq

Derek Soliz (CRD# 5392815) is an Investment Advisor Representative working at Fulcrumeq in Plano, TX and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Fulcrumio Plano, TX Mar 2016 - Current < 1
Fulcrumeq Plano, TX Jul 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Denton, TX Dec 2014 - Jul 2015 < 1
Bank Of America, N.a. Denton, TX Dec 2014 - Jul 2015 < 1
Wfg Advisors, LP Dallas, TX Jan 2012 - Dec 2014 2
Wfg Investments, Inc. Dallas, TX Aug 2010 - Nov 2014 4
Td Ameritrade Ft. Worth, TX Mar 2010 - Aug 2010 < 1
Chase Investment Services Corp. San Antonio, TX May 2009 - Mar 2010 < 1
Wamu Investments,inc San Antonio, TX Oct 2008 - May 2009 < 1
Unemployed San Antonio, TX Sep 2008 - Oct 2008 < 1
Fidelity Brokerage Services LLC Westlake, TX Jun 2007 - Aug 2008 1
John Deere Dallas, TX Oct 2004 - Jun 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2008
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for Derek B. Soliz
Phone Number: 214-317-4293
Firm Website: http://www.fulcrumeq.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    109
    MILLIONS
  • Total Number of Accounts
    390
    ACCOUNTS
  • Average Account Value
    $279,434
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AL, GA, LA, MS, NM, NV, TN, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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