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Debbie Louise Feuer

29 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
524 clients
Average Client Portfolio
$363K average
Assets Under Management
$190.0M

Fee Structure

Minimum Investment:$25K
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Location

5465 Legacy Dr., Suite 650, Plano, TX, 75024

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Debbie is a board of trustee for the Moores Music Society at the University of Houston, dedicating minimal time to this role. She is also an independent licensed insurance agent since 1996.

Employment History
Current Registrations
Fulcrum Wealth Management
April 2019 - Present · 6 yrs 10 mos
Previous Registrations
Securities America Advisors, INC.
May 2018 - April 2019 · 11 mos
Securities America, INC.Broker
October 2017 - April 2019 · 1 yr 6 mos
Fulcrumeq
August 2017 - April 2018 · 8 mos
Wfg Investments, INC.Broker
March 2010 - September 2017 · 7 yrs 6 mos
Wfg Advisors, LP
March 2010 - September 2017 · 7 yrs 6 mos
LPL Financial Corporation
January 2008 - March 2010 · 2 yrs 2 mos
LPL Financial CorporationBroker
January 2008 - March 2010 · 2 yrs 2 mos
Mdk Financial Group, INC.
September 2005 - November 2007 · 2 yrs 2 mos
Royal Alliance Associates, INC.Broker
August 1996 - November 2007 · 11 yrs 3 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Debbie Louise Feuer - Financial Advisor | TrueAdvisor