Derek
Soliz
Fulcrum Equity Management, LLC
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About this Advisor
Derek Soliz is a financial advisor who works out of Plano, Texas, with 8 years of industry experience. Soliz is an advisor for Fulcrum Equity Management, LLC. Their career trajectory has included roles at Wfg Investments, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Wfg Advisors, Lp, Fulcrum Equity Management, LLC and Fulcrumio. Soliz maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and can serve investors in Texas. Fulcrum Equity Management, LLC is a company based out of Plano, TX. The investment advisory business has just five advisors. It oversees $195 million in assets under management across its 1,141 customer accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 1,141 client accounts, just 3% are held by high-net-worth investors who have at least $1 million in assets. Fulcrum Equity Management, LLC offers a set of services, including financial planning services, portfolio management for individuals and small businesses and other services. Fees charged by financial advisors are based on the financial services. However, fee types charged by Fulcrum Equity Management, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fulcrum Equity Management, LLC Brokerage Details
$195,332,144
5
1,141
$171,194
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Derek Soliz Work History
Derek has been registered as a financial advisor for 8 years.*
Fulcrum Equity Management, LLC
Fulcrumio
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Wfg Advisors, Lp
Wfg Investments, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Derek Soliz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fulcrum Equity Management, LLC
Plano, TX
New Braunfels, TX
Plano, TX
Plano, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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