Coleman A. Webb
Professional summary
Coleman Andrew Webb, CFP®, CPWA®, who also goes by Coleman A Webb, Coleman Webb, is a registered financial advisor currently at ALTRUIST ADVISORS LLC located in Lake Oswego, Oregon.
Coleman is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Coleman has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Coleman Andrew Webb's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2018
Start date: 2022-05-17
Expire date: 2024-04-30
Experience
June 17, 2026 - Present
ALTRUIST ADVISORS LLC
Office #1: 4800 Meadows Rd. Suite 300, Lake Oswego, OR 97035August 31, 2022 - June 16, 2026
WELLS FARGO CLEARING SERVICES, LLC
August 31, 2022 - June 16, 2026
WELLS FARGO CLEARING SERVICES, LLC
November 22, 2017 - September 26, 2022
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
November 6, 2017 - September 26, 2022
RAYMOND JAMES FINANCIAL SERVICES, INC.
March 8, 2016 - November 28, 2017
KEY INVESTMENT SERVICES LLC
December 4, 2014 - November 28, 2017
KEY INVESTMENT SERVICES LLC
October 1, 2012 - September 19, 2014
J.P. MORGAN SECURITIES LLC
May 16, 2012 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/17/2026)
Exams
Current Firm
ALTRUIST ADVISORS LLC
CRD#: 340784 / SEC#: 801-136088
Contact information
SEC notice filing (1 States and Territories)
Documents
Red Flags
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