P.J. ROBB VARIABLE, LLC

Broker-DealerFINRA MemberEst. 1995
Total AUM
Advisory reps
249
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 organized as a limited liability company and has been SEC-registered since 1995. FINTRX classifies the firm as "Unclassified" and notes ownership by a domestic entity and an individual. The firm is not identified as a capital allocator, does not report active ESG investing activity, and is not listed as a pension consultant or related adviser. Several standard adviser attributes are recorded as negative (not a multi-state adviser, not newly formed).

Assets & Accounts

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

    SVP, Chief Compliance OfficerCRD 4544954

Contacts

3 of 247
  • KEVIN POWERS

    Registered RepresentativeCRD 2754695

  • John Dean

    Insurance StrategistCRD 7032116

  • Ryan Lommel

    Regional DirectorCRD 2992771

Unlock 244 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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth