Fulcrum Equity Management, LLC

Fulcrum Equity Management, LLC (CRD# 159099) is a financial advisory firm headquartered in Plano, TX. They manage $195,332,144 in 1,141 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    195
    MILLION
  • Total Number of Accounts
    1,141
    ACCOUNTS
  • Average Account Value
    $171,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NE, TX

Financial Advisors at Fulcrum Equity Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Debbie L. Feuer
CRD#: 2784941
5465 Legacy Dr., Suite 650, Plano, TX 75024

Debbie Feuer (CRD# 2784941) is an Investment Advisor Representative working at Fulcrum Equity Management, LLC in Plano, TX and has over 27 years of experience in the finance industry.

2
Jason E. Hurta
CRD#: 2970422
New Braunfels, TX

Jason Hurta (CRD# 2970422) is an Investment Advisor Representative working at Fulcrum Equity Management, LLC in New Braunfels, TX and has over 25 years of experience in the finance industry.

3
Craig A. Love
CRD#: 3256421
5465 Legacy Dr., Suite 650, Plano, TX 75024

Craig Love (CRD# 3256421) is an Investment Advisor Representative working at Fulcrum Equity Management, LLC in Plano, TX and has over 24 years of experience in the finance industry.

4
Derek B. Soliz
CRD#: 5392815
5465 Legacy Dr., Suite 650, Plano, TX 75024

Derek Soliz (CRD# 5392815) is an Investment Advisor Representative working at Fulcrum Equity Management, LLC in Plano, TX and has over 15 years of experience in the finance industry.

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