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Debbie Louise Feuer

Fulcrum Wealth Management

Plano, TX

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Current Employers
Fulcrum Wealth Management

5465 Legacy Dr. Suite 650, Plano, TX 75024 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-04-29
  • TX RA
    APPROVED
    Since 2019-04-29

Branch Locations

5465 Legacy Dr. Suite 650, Plano, TX 75024 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wfg Investments, Inc. Kingwood TX 02/2010 08/2017
Fulcrum Equity Management, Llc Plano TX 08/2017 03/2018
Securities America, Inc. Houston TX 10/2017 04/2019
Securities America Advisors Houston TX 05/2018 04/2019
Fulcrum Equity Management, Llc Frisco TX 04/2019 Present
  • 02/2010 → 08/2017
    Wfg Investments, Inc.
    Kingwood, TX
  • 08/2017 → 03/2018
    Fulcrum Equity Management, Llc
    Plano, TX
  • 10/2017 → 04/2019
    Securities America, Inc.
    Houston, TX
  • 05/2018 → 04/2019
    Securities America Advisors
    Houston, TX
  • 04/2019 → Present
    Fulcrum Equity Management, Llc
    Frisco, TX
Previous Registrations
  • 2018-05-30 → 2019-04-29
    Securities America Advisors, Inc.
    Kingwood, TX
    Houston, TX
  • 2017-08-17 → 2018-04-12
    Kingwood, TX
    Plano, TX
  • 2010-03-01 → 2017-09-21
    Wfg Advisors, Lp
    Kingwood, TX
  • 2008-01-16 → 2010-03-08
    Richmond, TX
  • 2005-09-06 → 2007-11-09
    Mdk Financial Group, Inc.
    Bellaire, TX
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-12-17
S63 Uniform Securities Agent State Law Examination 1996-09-25
  • S65 Uniform Investment Adviser Law Examination
    2003-12-17
  • S63 Uniform Securities Agent State Law Examination
    1996-09-25
Other Names
  • Debra Louise Stone

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