Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Phillip Webb is a registered Investment Advisor Representative with Colomb Investment Management Company, LLC. Thomas has been in the financial services industry since 1984, and has a wealth of experience advising individuals and families. Thomas has also worked with PARK AVENUE SECURITIES LLC, GREAT AMERICAN ADVISORS, INC., LSA SECURITIES, INC., LEGACY FINANCIAL SERVICES, INC., FIDELITY EQUITY SERVICES CORPORATION, LINSCO/PRIVATE LEDGER CORP., CANADA LIFE OF AMERICA FINANCIAL SERVICES, INC., W. S. GRIFFITH & CO., INC., HOME LIFE INSURANCE COMPANY and TURNER SECURITIES, INC. Thomas is committed to providing clients with personalized financial advice and guidance.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
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.
Referral fees, asset based consulting fees
1
2
AL
07/01/2023 - Present
Colomb Investment Management Company, LLC (Daphne AL)
AL
03/08/2001 - 07/27/2018
PARK AVENUE SECURITIES LLC (FAIRHOPE AL)
OH
02/08/2000 - 02/27/2001
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
NE
03/23/1999 - 12/31/1999
LSA SECURITIES, INC. (LINCOLN NE)
CA
07/18/1996 - 12/31/1998
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
NA
10/06/1994 - 04/05/1995
FIDELITY EQUITY SERVICES CORPORATION
SC
03/29/1994 - 09/22/1994
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CO
05/27/1993 - 04/07/1994
CANADA LIFE OF AMERICA FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
CT
01/06/1989 - 04/20/1993
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
NA
01/06/1989 - 10/19/1992
HOME LIFE INSURANCE COMPANY
NA
12/04/1984 - 02/04/1989
TURNER SECURITIES, INC.
IA
Issued 10/02/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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