Craig Allen Love

Fulcrum Equity Management, LLC

26 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & Coaching

Fulcrum Equity Management, LLC

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

Location

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

Get directions

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.

Employment History

Current Registrations

Fulcrum Wealth Management

November 2011 - Present · 14 yrs 3 mos

Previous Registrations

Securities America, INC.Broker

November 2017 - March 2018 · 4 mos

Wfg Advisors, LP

March 2009 - June 2015 · 6 yrs 3 mos

Wfg Investments, INC.Broker

March 2009 - June 2015 · 6 yrs 3 mos

Compass Brokerage, INC.

September 2005 - December 2008 · 3 yrs 3 mos

Compass Brokerage, INC.Broker

September 2005 - December 2008 · 3 yrs 3 mos

UBS Financial Services INC.

October 2002 - September 2005 · 2 yrs 11 mos

UBS Financial Services INC.Broker

October 2002 - September 2005 · 2 yrs 11 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

July 1999 - October 2002 · 3 yrs 3 mos

Merrill Lynch Pierce Fenner & Smith INC.

July 1999 - October 2002 · 3 yrs 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.