P.J. Robb Variable, LLC

Broker-DealerFINRA MemberEst. 1995
Total AUM
Advisory reps
252
Avg account
$0

Firm details

Headquarters
Memphis, Tennessee
CRD number
38339
Registered since
May 23, 1995

Firm profile

FINTRX

Overview

P.J. Robb Variable, LLC is a limited liability company that has been registered with the SEC since 1995. FINTRX classifies the entity as "Unclassified" and lists the owner type as a domestic entity and individual. The snapshot indicates the firm is not a multi-state adviser, is not designated as a capital allocator, is not an active ESG investor, and is not identified as a pension consultant or related adviser. The firm has supplied very little granular information about its business model: fields for client base, fee structure, business activities, and advisory activities are blank in the source data, and the firm has not provided details about activities or external affiliations. That limited disclosure constrains what can be said about strategy, client segments, or service lines.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • James Mertzlufft

    Chief ManagerCRD 2186945

  • Coye Cordle

    Coye Cordle

    SVP, Chief Compliance OfficerCRD 4544954

Contacts

3 of 250
  • Kevin Powers

    Registered RepresentativeCRD 2754695

  • John Dean

    John Dean

    Insurance StrategistCRD 7032116

  • Ryan Lommel

    Ryan Lommel

    Regional DirectorCRD 2992771

Unlock 247 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Memphis, TN

Shelby

Location

Memphis, TN

Headquartered in Memphis, TN, anchoring the Memphis-Forrest City, TN-MS-AR metro in the South.

Metro area
Memphis-Forrest City, TN-MS-AR
Region
South
County
Shelby
Address
6075 Poplar Ave
Time zone
CT (UTC-6)
Office locations

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