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Craig Allen Love

Investment adviser representative at Fulcrum Wealth Management
7 yearsExperience
1 stateRegistered in
$192.8MFirm assets
12 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

7 years in the industry.

  1. Fulcrum Wealth ManagementNov 2011 to now
  2. Fulcrum Equity Management, LLCSep 2011 to now
  3. Securities America, Inc.Oct 2017 to Mar 2018
  4. FulcrumioMar 2016 to Dec 2019

Exams passed

  • Series 66 · Uniform Combined State Law1999

State registrations

Registered as an investment adviser representative in 1 state (TX).

Fulcrum Wealth Management

Legal name: Fulcrum Equity Management, LLC

$192.8MAssets managed
487Clients
5Advisers
12 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3256421
Firm CRD
159099
Advisor's SEC record (opens in a new tab)
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