Fulcrumeq

Fulcrumeq (CRD# 159099) is a financial advisory firm headquartered in Plano, TX. They manage $108,979,354 in 390 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    109
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Fulcrumeq
Showing 1 - 2 of 2 top financial advisors.
1
Craig A. Love
CRD#: 3256421
5700 Granite Parkway, Suite 200, Plano, TX 75024
93
Wealthminder
score

Craig Love (CRD# 3256421) is an Investment Advisor Representative working at Fulcrumeq in Plano, TX and has over 17 years of experience in the finance industry.

2
Derek B. Soliz
CRD#: 5392815
5700 Granite Parkway, Suite 200, Plano, TX 75024
93
Wealthminder
score

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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