Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colby? Claim Your ProfileColby Wight is a financial advisor currently registered with Corecap Advisors, LLC. Colby has been in the industry since 1994 and has experience in a variety of financial services. Colby holds the Series 6, 63, 65, and 26 securities licenses. Colby offers financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisors. Colby is registered as an investment advisor representative in California, New Jersey, Utah, and Virginia.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
UT
11/25/2024 - Present
Corecap Advisors (OREM UT)
UT
03/06/2015 - 12/31/2016
CORECAP INVESTMENTS, INC. (Orem UT)
UT
01/06/2012 - 12/31/2014
TRANSAMERICA FINANCIAL ADVISORS, INC (AMERICAN FORK UT)
UT
04/12/2002 - 01/06/2012
WORLD GROUP SECURITIES, INC. (OREM UT)
GA
04/18/1994 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 04/15/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Colby Wight is the right advisor for you? Invested Better is here to help.
