Craig Love has been Managing Member/Chief Compliance Officer of Fulcrum Equity Management since August 2011, is not listed as a control person, but directly owns under 5% of the firm.
Fulcrum Equity Management, LLC is a Plano, TX firm with $193M under management, 487 clients and 3 advisers across 3 offices, as of its July 2026 filing.
Craig Love’s longest registration is the current one, 14 years at Fulcrum Equity Management since 2011. Before joining Fulcrum Equity Management in 2011, Craig Love was registered through WFG Advisors, LP and Compass Brokerage, Inc.
- Fulcrum Wealth ManagementCurrent– present · 14 yearsPlano, TX · Adviser representative · Firm CRD 159099
- WFG Advisors, LP– · 6 yearsPlano, TX · Adviser representative · Firm CRD 125073
- Compass Brokerage, Inc.– · 3 yearsPlano, TX · Adviser representative · Firm CRD 17086
- UBS Financial Services Inc.– · 2 yearsDallas, TX · Adviser representative · Firm CRD 8174
- Merrill Lynch Pierce Fenner & Smith Inc.– · 3 yearsDallas, TX · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Craig Love is registered as an investment adviser representative in Texas, since November 2011.
- TexasSince 15 November 2011
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 19 October 2004 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 15 October 2004 |
| Series 31 | Futures Managed Funds Examination | 11 August 2004 |
| Series 66 | Uniform Combined State Law Examination | 28 July 1999 |
| Series 7 | General Securities Representative Examination | 20 July 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Craig Allen Love
- CRD
- 3256421
- Firm
- Fulcrum Equity Management · CRD 159099
- Role
- Managing Member/Chief Compliance Officer
- Office
- 5465 LEGACY DR., SUITE 650, Plano, TX 75024
- Registration
- Investment adviser registration
- In the industry since
- October 1999
- Disciplinary history
- Not yet shown here · SEC record
Where does Craig Love work?
Craig Love has been Managing Member/Chief Compliance Officer of Fulcrum Equity Management, LLC since August 2011.
Is Craig Love a financial advisor?
Yes. Craig Love has a current investment-adviser registration in Texas, through Fulcrum Equity Management since November 2011.
How many years of experience does Craig Love have?
Craig Love has 27 years in the financial industry, since October 1999, across 5 adviser firms.
What exams has Craig Love passed?
Craig Love has passed 5 licensing exams: the Series 7, Series 66, Series 31, Series 9 and Series 10. The earliest, the Series 7, was passed in July 1999. FINRA credited Craig Love with the SIE, which began in October 2018.
Where did Craig Love work before Fulcrum Equity Management?
Before Fulcrum Equity Management, Craig Love was registered through Compass Brokerage, Inc., September 2005 to December 2008; UBS Financial Services Inc., October 2002 to September 2005; Merrill Lynch Pierce Fenner & Smith Inc., July 1999 to October 2002.
Where is Craig Love based?
Craig Love’s registered office is in Plano, TX.
Is Craig Love registered with FINRA?
No. Craig Love has no current broker registration.
How can I verify Craig Love’s record?
Search CRD 3256421 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Craig Love’s full registration record.