Richard G. Welger
Professional summary
Richard Glen Welger is a registered financial professional currently at P.J. ROBB VARIABLE, LLC located in Fort Myers, Florida.
Richard is registered as a RR (Registered Representative) and started their career in finance in 1989. Richard has worked at 6 firms and has passed the Series 66, Series 63, Series 6TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Richard Glen Welger's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 8, 2022 - Present
P.J. ROBB VARIABLE, LLC
January 21, 2021 - February 4, 2022
MML INVESTORS SERVICES, LLC
January 7, 2021 - February 4, 2022
MML INVESTORS SERVICES, LLC
July 2, 2018 - January 19, 2021
PARK AVENUE SECURITIES LLC
May 27, 2016 - January 19, 2021
PARK AVENUE SECURITIES LLC
November 21, 2005 - September 23, 2013
KESTRA INVESTMENT SERVICES, LLC
August 13, 2003 - November 18, 2005
THE LEADERS GROUP, INC.
November 22, 1989 - April 30, 1993
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
(11/2/2023)
(10/15/2024)
(7/29/2025)
(2/22/2023)
(4/28/2025)
(3/10/2022)
Exams
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationFINRA
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 |
| STAHLNECKER, ERIN ELIZABETH | ALTERNATE PRINCIPAL OPERATIONS OFFICER | 6606934 |
Red Flags
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