P.J. Robb Variable, LLC
Firm details
- Headquarters
- Memphis, Tennessee
- CRD number
- 38339
- Registered since
- May 23, 1995
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2James Mertzlufft
Chief ManagerCRD 2186945

Coye Cordle
SVP, Chief Compliance OfficerCRD 4544954
Contacts
3 of 250Kevin Powers
Registered RepresentativeCRD 2754695

John Dean
Insurance StrategistCRD 7032116

Ryan Lommel
Regional DirectorCRD 2992771
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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