Dale W. Martin
Professional summary
Dale Wesley Martin is a registered financial professional currently at P.J. ROBB VARIABLE, LLC located in Duxbury, Massachusetts.
Dale is registered as a RR (Registered Representative) and started their career in finance in 1983. Dale has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Dale Wesley Martin's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 22, 2026 - Present
P.J. ROBB VARIABLE, LLC
July 15, 2019 - April 22, 2026
THE LEADERS GROUP, INC.
July 21, 2014 - July 11, 2019
UBS FINANCIAL SERVICES INC.
July 1, 2014 - July 11, 2019
UBS FINANCIAL SERVICES INC.
October 7, 2002 - June 30, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
September 23, 1999 - June 30, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
December 9, 1997 - September 1, 1999
HORNOR, TOWNSEND & KENT, LLC
November 15, 1996 - December 12, 1997
RICHARD B. VANCE & COMPANY
May 16, 1985 - November 19, 1996
SECURIAN FINANCIAL SERVICES, INC.
October 14, 1983 - March 19, 1985
PRUCO SECURITIES, LLC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/22/2026)
Exams
FINRA
Current Firm
P.J. ROBB VARIABLE, LLC
CRD#: 38339 / SEC#: , 8-48197
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CRUMP LIFE INSURANCE SERVICES, LLC | OWNER | |
| COLLINS, HEATHER MARIE | ASSISTANT TREASURER AND PRINCIPAL OPERATIONS OFFICER | 5851459 |
| CORDLE, COYE BAXTER III | CHIEF COMPLIANCE OFFICER, AML OFFICER & PRIVACY OFFICER | 4544954 |
| HARRISON, BRUCE ANDREW | PRESIDENT, CEO AND CHAIRMAN OF THE BOARD / DIRECTOR | 2232934 |
| MERCHANT, JEFFREY S | CHIIEF FINANCIAL OFFICER / TREASURER / PRINCIPAL FINANCIAL OFFICER / DIRECTOR | 4668892 |
| SCHUYLER, JOHN EDWIN | SECRETARY AND DIRECTOR | 1056044 |
Red Flags
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