Coleman Webb has been an investment adviser representative at Altruist Advisors since June 2026, and is not listed among the firm’s executive officers or direct owners.
Altruist Advisors LLC is a Culver City, CA firm with $190M under management, 244 clients and 6 advisers in one office, as of its September 2026 filing.
Coleman Webb’s longest registration was 4 years at Raymond James Financial Services Advisors, Inc (2017–2022). Before joining Altruist Advisors in 2026, Coleman Webb was registered through Wells Fargo Advisors and Raymond James Financial Services Advisors, Inc.
- Altruist Advisors LLCCurrent– present · under a yearLake Oswego, OR · Adviser representative · Firm CRD 340784
- Wells Fargo Advisors– · 3 yearsPortland, OR · Adviser representative · Firm CRD 19616
- Raymond James Financial Services Advisors, Inc– · 4 yearsHappy Valley, OR · Adviser representative · Firm CRD 149018
- Key Investment Services LLC– · 1 yearTroutdale, OR · Adviser representative · Firm CRD 136300
Investment adviser representative registrations
Coleman Webb is registered as an investment adviser representative in Oregon, since June 2026.
- OregonSince 17 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 10 December 2015 |
| Series 7 | General Securities Representative Examination | 5 October 2015 |
| Series 63 | Uniform Securities Agent State Law Examination | 22 May 2012 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 14 May 2012 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Coleman Andrew Webb
- CRD
- 6055276
- Firm
- Altruist Advisors · CRD 340784
- Office
- 4800 Meadows Rd. Suite 300, Lake Oswego, OR 97035
- Registration
- Investment adviser registration
- In the industry since
- July 2012
- Disciplinary history
- Not yet shown here · SEC record
Where does Coleman Webb work?
Coleman Webb is an investment adviser representative registered through Altruist Advisors LLC since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Coleman Webb a financial advisor?
Yes. Coleman Webb has a current investment-adviser registration in Oregon, through Altruist Advisors since June 2026.
How many years of experience does Coleman Webb have?
Coleman Webb has 14 years in the financial industry, since July 2012, across 4 adviser firms.
What exams has Coleman Webb passed?
Coleman Webb has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in May 2012. FINRA credited Coleman Webb with the SIE, which began in October 2018.
Where did Coleman Webb work before Altruist Advisors?
Before Altruist Advisors, Coleman Webb was registered through Wells Fargo Advisors, August 2022 to June 2026; Raymond James Financial Services Advisors, Inc, November 2017 to September 2022; Key Investment Services LLC, March 2016 to November 2017.
Where is Coleman Webb based?
Coleman Webb’s registered office is in Lake Oswego, OR.
Is Coleman Webb registered with FINRA?
No. Coleman Webb has no current broker registration.
How can I verify Coleman Webb’s record?
Search CRD 6055276 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Coleman Webb’s full registration record.