Craig Love

Craig Love Email and Phone Number

Founder and President @ Fulcrum Wealth Management
Plano, TX, US
Craig Love's Location
Plano, Texas, United States, United States
Craig Love's Contact Details
About Craig Love

Craig Love is a Founder and President at Fulcrum Wealth Management. He possess expertise in investments, investment advisory, series 7, wealth management, mutual funds and 20 more skills.

Craig Love's Current Company Details
Fulcrum Wealth Management

Fulcrum Wealth Management

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Founder and President
Plano, TX, US
Website:
fulcrumwm.com
Employees:
4
Craig Love Work Experience Details
  • Fulcrum Wealth Management
    Founder And President
    Fulcrum Wealth Management
    Plano, Tx, Us
    View
  • Fulcrum Equity Management
    Founder And President
    Fulcrum Equity Management Nov 2011 - Present
    Dallas/Fort Worth Area
    Fulcrum is a cutting-edge Turnkey Asset Management Program (TAMP) designed specifically to satisfy the need for a SINGLE holistic platform integrating all aspects of investment management process.
    View
  • Williams Financial Group
    Svp And Director Of Advisor Services
    Williams Financial Group Feb 2009 - Jan 2012
    SVP and Director of WFG's $1.3 billion Advisor Services Group. This role included oversight and management of multiple custodial and money manager relationships as well as individual investment platforms and technologies.
  • Bbva Compass Wealth Management
    Senior Vice President
    Bbva Compass Wealth Management 2005 - 2009
  • Ubs Financial Services
    Assistant Branch Manager
    Ubs Financial Services 2002 - 2005
    View
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch 1999 - 2002
    View

Craig Love Skills

Investments Investment Advisory Series 7 Wealth Management Mutual Funds Securities Portfolio Management Finance Investment Strategies Series 63 Alternative Investments Retirement Planning Financial Advisory Finra Retirement Equities Asset Management Series 24 Asset Allocation Uniform Combined State Law Banking Risk Management Strategic Financial Planning Financial Planning Investment Management

Craig Love Education Details

Frequently Asked Questions about Craig Love

What company does Craig Love work for?

Craig Love works for Fulcrum Wealth Management

What is Craig Love's role at the current company?

Craig Love's current role is Founder and President.

What is Craig Love's email address?

Craig Love's email address is cl****@****wfg.com

What is Craig Love's direct phone number?

Craig Love's direct phone number is +121461*****

What schools did Craig Love attend?

Craig Love attended University Of Oklahoma - Price College Of Business.

What are some of Craig Love's interests?

Craig Love has interest in Operation Kindness.

What skills is Craig Love known for?

Craig Love has skills like Investments, Investment Advisory, Series 7, Wealth Management, Mutual Funds, Securities, Portfolio Management, Finance, Investment Strategies, Series 63, Alternative Investments, Retirement Planning.

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