P.J. Robb Variable, LLC

Broker-DealerFINRA MemberEst. 1995
Total AUM
Advisory reps
251
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 operates as a limited liability company that has been SEC-registered since 1995. Ownership is listed as a mix of a domestic entity and an individual. FINTRX classifies the firm as unclassified and indicates it is not a capital allocator. The firm is not identified as an active ESG investor, is not a multistate adviser, and is not labeled a newly formed adviser, pension consultant, or related adviser. Key operational details typically provided for advisory firms—such as client base composition, advisory and business activities, and fee schedule—were not supplied in the source data. The firm also did not provide information about its external activities or industry affiliations.

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

    Coye Cordle

    SVP, Chief Compliance OfficerCRD 4544954

Contacts

3 of 249
  • Kevin Powers

    Registered RepresentativeCRD 2754695

  • John Dean

    John Dean

    Insurance StrategistCRD 7032116

  • Ryan Lommel

    Ryan Lommel

    Regional DirectorCRD 2992771

Unlock 246 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