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Thomas Phillip Webb

Colomb Investment Management Company, LLC

Daphne, AL

Metairie, LA

CRD 1065431

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Employer firm

Colomb Investment Management Company, LLC CRD 140088

$4.65M regulatory AUM 555 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Colomb Investment Management Company, Llc

3636 South Interstate 10 Service Road Suite 214, Metairie, LA 70001 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-07-01
AL RA APPROVED 2023-04-13
  • TX RA
    APPROVED_RES
    Since 2023-07-01
  • AL RA
    APPROVED
    Since 2023-04-13

Branch Locations

1040 Stanton Rd. Suite D, Daphne, AL 36526 • United States

3636 South Interstate 10 Service Road Suite 214, Metairie, LA 70001 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Guardian Life Insurance Company Fairhope AL 05/2016 07/2018
Park Avenue Securities Llc Fairhope AL 05/2016 07/2018
Mcbryar Advisory Services, Inc. Bay Minette AL 08/2018 04/2023
Colomb Investment Management Company, Llc Metairie LA 11/2022 Present
Previous Registrations
Other Businesses

Webb Financial Strategies; retirement and estate planning insurance products and services, 1040 Stanton Road, Suite D,Daphne, AL 36526; T. Phillip Webb - Owner; Established 7-11-2018; 4 hrs/week during non-securities trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-10-02
S63 Uniform Securities Agent State Law Examination 1984-06-28
  • S65 Uniform Investment Adviser Law Examination
    2007-10-02
  • S63 Uniform Securities Agent State Law Examination
    1984-06-28
Designations
  • Chartered Financial Consultant
Other Names
  • T Phillip Webb
  • T Phil Webb
  • Thomas Phillip Webb
  • T Phillip Phillip Webb

View on SEC IAPD

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