Fulcrumeq

Fulcrumeq (CRD# 159099) is a financial advisory firm headquartered in Plano, TX. They manage $90,848,140 in 242 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    91
    MILLION
  • Total Number of Accounts
    242
    ACCOUNTS
  • Average Account Value
    $375,406
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.

LA, TN, TX

Financial Advisors at Fulcrumeq
Showing 1 - 5 of 5 top financial advisors.
1
Bruce D. Wise
CRD#: 2202782
5700 Granite Parkway, Suite 200, Plano, TX 75024
96
Wealthminder
score

Bruce Wise (CRD# 2202782) is an Investment Advisor Representative working at Fulcrumeq in Plano, TX and has over 25 years of experience in the finance industry. Bruce Wise has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Debbie L. Feuer
CRD#: 2784941
1801 Kingwood Drive, Suite 160, Kingwood, TX 77339
93
Wealthminder
score

Debbie Feuer (CRD# 2784941) is an Investment Advisor Representative working at Fulcrumeq in Kingwood, TX and has over 21 years of experience in the finance industry.

3
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 18 years of experience in the finance industry.

4
Jonathan H. Snyder
CRD#: 2390622
2501 Parkview Drive, Suite 317- B, Fort Worth, TX 76102
93
Wealthminder
score

Jonathan Snyder (CRD# 2390622) is an Investment Advisor Representative working at Fulcrumeq in Fort Worth, TX and has over 24 years of experience in the finance industry.

5
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 9 years of experience in the finance industry.

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