DF
Debbie L. Feuer
FULCRUM WEALTH MANAGEMENT
Plano, TX 75024
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CRD#: 2784941
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Professional summary
Debbie Louise Feuer, who also goes by Debra Louise Stone, is a registered financial advisor currently at FULCRUM WEALTH MANAGEMENT located in Plano, Texas.
Debbie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Debbie has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Debra Louise Stone
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Moores Music Society University of Houston Position: Board of Trustee - Provide funding for scholarships and special projects for the University of Houston Moores School of Music helping to place national and international student performers in a challenging and supportive environment. - Non Investment Related - Hours: 1 - Securities Trading Hours: 0 - Start Date: 3/15/2015 - Address: 3333 Cullen Blvd, RM 120, Houston, TX 77204
2) Independent Licensed Insurance Agent: Non Investment Related; 7/1996; 9114 Mullins Dr, Houston, TX 77096
CRS (Client Relationship Summary) - RIA
Click below to view Debbie Louise Feuer's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 29, 2019 - Present
FULCRUM WEALTH MANAGEMENT
Office #1: 5465 Legacy Dr. Suite 650, Plano, TX 75024RIA
CRD#: 159099
Plano, TX
Past
May 30, 2018 - April 29, 2019
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
HOUSTON, TX
Past
October 30, 2017 - April 29, 2019
SECURITIES AMERICA, INC.
BD
CRD#: 10205
HOUSTON, TX
Past
August 17, 2017 - April 12, 2018
FULCRUM WEALTH MANAGEMENT
RIA
CRD#: 159099
Kingwood, TX
Past
March 1, 2010 - September 21, 2017
WFG ADVISORS, LP
RIA
CRD#: 125073
KINGWOOD, TX
Past
March 1, 2010 - September 21, 2017
WFG INVESTMENTS, INC.
BD
CRD#: 22704
KINGWOOD, TX
Past
January 16, 2008 - March 8, 2010
LPL FINANCIAL LLC
RIA
CRD#: 6413
HOUSTON, TX
Past
January 16, 2008 - March 8, 2010
LPL FINANCIAL LLC
BD
CRD#: 6413
HOUSTON, TX
Past
September 6, 2005 - November 9, 2007
MDK FINANCIAL GROUP, INC.
RIA
CRD#: 116334
BELLAIRE, TX
Past
August 26, 1996 - November 19, 2007
OSAIC WEALTH, INC.
BD
CRD#: 23131
BELLAIRE, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FW
FULCRUM WEALTH MANAGEMENT
BROCKMAN CAPITAL | WFG KINGWOOD | PROVIDENCE WEALTH MANAGEMENT | FULCRUMEQ | FULCRUM WEALTH MANAGEMENT | FULCRUM EQUITY MANAGEMENT, LLC | FULCRUM EQUITY MANAGEMENT | FULCRUM EQ
CRD#: 159099 / SEC#: 801-79524
RIA
Registered Investment Advisory firm - (4/9/2014 Approved)Alabama
Registered Investment Advisory firm - (4/10/2014 Terminated)Georgia
Registered Investment Advisory firm - (4/10/2014 Terminated)Louisiana
Registered Investment Advisory firm - (4/10/2014 Terminated)Tennessee
Registered Investment Advisory firm - (5/10/2014 Terminated)Texas
Registered Investment Advisory firm - (4/10/2014 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(4/29/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
FW
FULCRUM WEALTH MANAGEMENT
BROCKMAN CAPITAL | WFG KINGWOOD | PROVIDENCE WEALTH MANAGEMENT | FULCRUMEQ | FULCRUM WEALTH MANAGEMENT | FULCRUM EQUITY MANAGEMENT, LLC | FULCRUM EQUITY MANAGEMENT | FULCRUM EQ
CRD#: 159099 / SEC#: 801-79524
RIA
Registered Investment Advisory firm - (4/9/2014 Approved)Alabama
Registered Investment Advisory firm - (4/10/2014 Terminated)Georgia
Registered Investment Advisory firm - (4/10/2014 Terminated)Louisiana
Registered Investment Advisory firm - (4/10/2014 Terminated)Tennessee
Registered Investment Advisory firm - (5/10/2014 Terminated)Texas
Registered Investment Advisory firm - (4/10/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5465 Legacy Dr. Suite 650, Plano, TX 75024
Mailing Address
Phone number
(888) 304-6942
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 800 |
| AUM (Assets Under Management) | $ 189,975,946 |
Red Flags
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Company Information
FULCRUM WEALTH MANAGEMENT
CRD#: 159099Plano, TX 75024TRUST BUT VERIFY
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Contact information
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