CL
Craig A. Love
FULCRUM WEALTH MANAGEMENT
Plano, TX 75024
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CRD#: 3256421
CL
Professional summary
Craig Allen Love is a registered financial advisor currently at FULCRUM WEALTH MANAGEMENT located in Plano, Texas.
Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Craig has worked at 7 firms and has passed the Series 66, SIE, Series 31, Series 7, Series 10 and Series 9 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Fulcrum Integrated Office Position: Managing member - Nature: Financial Technology Company providing back-office services related to fee billing, performance reporting, mobile apps, client portals. - Investment Related: No - Hours: - Securities Trading Hours: - Start Date: 01/01/2016 - Address: 5700 Granite Pkwy, Suite 200, Plano TX 75024, United States
CRS (Client Relationship Summary) - RIA
Click below to view Craig Allen Love'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
November 15, 2011 - Present
FULCRUM WEALTH MANAGEMENT
Office #1: 5465 Legacy Dr. Suite 650, Plano, TX 75024RIA
CRD#: 159099
Plano, TX
Past
November 29, 2017 - March 29, 2018
SECURITIES AMERICA, INC.
BD
CRD#: 10205
LAVISTA, NE
Past
March 2, 2009 - June 17, 2015
WFG ADVISORS, LP
RIA
CRD#: 125073
PLANO, TX
Past
March 2, 2009 - June 17, 2015
WFG INVESTMENTS, INC.
BD
CRD#: 22704
PLANO, TX
Past
September 21, 2005 - December 3, 2008
BBVA COMPASS INVESTMENT SOLUTIONS, INC
RIA
CRD#: 17086
PLANO, TX
Past
September 21, 2005 - December 3, 2008
BBVA COMPASS INVESTMENT SOLUTIONS, INC
BD
CRD#: 17086
PLANO, TX
Past
October 25, 2002 - September 22, 2005
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
DALLAS, TX
Past
October 25, 2002 - September 22, 2005
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, NJ
Past
July 21, 1999 - October 29, 2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
July 19, 1999 - October 29, 2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
DALLAS, 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(11/15/2011)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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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