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Colby B. Fox

SELAH WEALTH ADVISORS
Fillmore, CA
CRD#: 6476024
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Professional summary


Colby Brainard Fox, who also goes by Colby Jared Brainard, Colby Brainard, Colby Fox, is a registered financial advisor currently at SELAH WEALTH ADVISORS located in Fillmore, California.

Colby is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Colby has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Colby Jared Brainard | Colby Brainard | Colby Fox

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
SALES OF INVESTMENT-RELATED PRODUCTS; PART-TIME OR FULL-TIME, FOR COMPANIES AFFILIATED WITH PFS INVESTMENTS INC. I MAY ALSO RECEIVE NON-INVESTMENT RELATED COMPENSATION FROM PRIMERICA MORTGAGE, LLC FOR THE SALE OF LOAN PRODUCTS AND/OR PRIMERICA CLIENT SERVICES, INC. (A CO-LOCATED AFFILIATE OF PFS INVESTMENTS INC.) FOR PART-TIME REFERRALS OF HOME SECURITY AND AUTOMATION PRODUCTS, AS WELL AS OTHER HOME RELATED SERVICES. RIT CSTEP (NOT INVESTMENT RELATED) (10/2014-CURRENT) APPROXIMATELY 10 HOURS A MONTHROCHESTER INSTITUTE OF TECHNOLOGYANATOMY AND PHYSIOLOGY TUTOR TUTORING SERVICES (PROVIDE TEACHING SERVICES TO STUDENTS TO AIDE IN THEIR STUDIES)

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Colby Brainard Fox's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

November 15, 2023 - Present

SELAH WEALTH ADVISORS

RIA
CRD#: 328518
Fillmore, CA
Past

June 8, 2022 - November 10, 2023

PFS INVESTMENTS INC.

RIA
CRD#: 10111
WOODLAND HILLS, CA
Past

January 12, 2021 - November 10, 2023

PFS INVESTMENTS INC.

BD
CRD#: 10111
WOODLAND HILLS, CA
Past

April 30, 2015 - December 31, 2020

PFS INVESTMENTS INC.

BD
CRD#: 10111
NORTHRIDGE, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(11/15/2023)
IAR
New York
(6/7/2024)
IAR
Texas
(2/14/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 5/10/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


SW
SELAH WEALTH ADVISORS
SELAH WEALTH ADVISORS | SELAH WEALTH ADVISORS LLC

CRD#: 328518 / SEC#:

California
Registered Investment Advisory firm - (11/15/2023 Approved)
New York
Registered Investment Advisory firm - (6/7/2024 Approved)
Texas
Registered Investment Advisory firm - (1/31/2024 Conditional Restricted)
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Contact information


Main Address
Fillmore, CA
Mailing Address
2625 Townsgate Rd. 330, Westlake Village, CA 91361
Phone number
(805) 791-5120
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts129
AUM (Assets Under Management)$ 8,131,806

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SELAH WEALTH ADVISORS

CRD#: 328518Fillmore, CA

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