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Colby Brainard Fox

Selah Wealth Advisors

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About Colby Brainard Fox

Colby Fox is a financial advisor with Selah Wealth Advisors, a firm specializing in providing financial planning and portfolio management services to individuals. Colby has over 8 years of experience in the financial services industry, starting their career at PFS Investments Inc. in 2015. Colby holds Series 6, 63, 65, and 26 licenses and is registered to provide investment advisory services in California, New York, and Texas. Colby is dedicated to helping clients achieve their financial goals.

Firm Information

Colby Fox is currently registered with Selah Wealth Advisors. Selah Wealth Advisors is a registered investment advisor with 1 licensed agent and 1 investment adviser rep. The firm manages $1,607,794 in regulatory assets under management for 67 individual clients. They provide financial planning, educational seminars, and portfolio management services for individuals.

$1.61M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Colby Fox’s Registration & Firm History

CA

01/31/2024 - Present

Selah Wealth Advisors (FILLMORE CA)

CA

01/12/2021 - 11/10/2023

PFS INVESTMENTS INC. (WOODLAND HILLS CA)

CA

04/30/2015 - 12/31/2020

PFS INVESTMENTS INC. (NORTHRIDGE CA)

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Licenses & Designations

IA

Issued 05/10/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/05/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/02/2017

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/30/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Colby Brainard Fox.
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