Paul Selsor is a registered investment advisor, based in Pasadena, CA, with 9 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold.
Location
141 West Green Street, Pasadena, CA, 91105
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Paul is the Principal of FM Financial Services, Inc., overseeing Health & Welfare business activities, dedicating nearly full-time hours to this role. Paul was also the Location President at Foundation Risk Partners, an insurance brokerage company, from January 2022 to February 2023, dedicating full-time hours to this role.
Employment History
Current Registrations
Oakwood Capital Securities, INC.Broker
Oakwood Capital, INC.
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Hong Tran, CFPLogic Wealth Management, LLC
- Roger Gewecke, CFAClifford Swan Investment Counselors
- Michael Gonzalez, CFA
- David Hindi, CFPOakgrowth Wealth Management LLC
- Luan Chung, CFPStrategic Advisers LLC
- Murcy Huang, CFAClifford Swan Investment Counselors