Ian R. George

P.J. ROBB VARIABLE

Harrisburg, PA 17110

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CRD#: 2706734

Professional summary

Ian Robinson George is a registered financial professional currently at P.J. ROBB VARIABLE, LLC located in Harrisburg, Pennsylvania.

Ian is registered as a RR (Registered Representative) and started their career in finance in 1996. Ian has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

NAME: IAN R. GEORGE INV REL: Y ADD:6 PPG PL, SUITE 600 PITTSBURGH PA 15222-5406 NATURE: LIFE, HEALTH, P&C POSITION: SALES, AGENT START DATE: 1/2008 NO. HR/MO: 10 NO. HR/MO DURING SEC TRADING: 10

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Ian Robinson George's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 6, 2025 - Present

P.J. ROBB VARIABLE, LLC

Office #1: 4135 North Front Street, Harrisburg, PA 17110

CRD#: 38339

Harrisburg, PA

Past

May 17, 2011 - December 20, 2024

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

Pittsburgh, PA

Past

January 8, 2008 - December 20, 2024

MML INVESTORS SERVICES, LLC

CRD#: 10409

Pittsburgh, PA

Past

October 7, 2005 - August 1, 2007

MML INVESTORS SERVICES, LLC

CRD#: 10409

PITTSBURGH, PA

Past

May 3, 1999 - July 23, 2004

PARK AVENUE SECURITIES LLC

CRD#: 46173

NEW YORK, NY

Past

March 17, 1999 - May 3, 1999

GUARDIAN INVESTOR SERVICES LLC

CRD#: 6635

NEW YORK, NY

Past

February 9, 1996 - February 16, 1999

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Kentucky
(1/6/2025)

New York
(1/6/2025)

Ohio
(1/6/2025)

Pennsylvania
(1/6/2025)

Exams

State Security Law Exam

IAR

Series 65

Date: 5/11/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/12/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 2/8/1996

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

P.J. ROBB VARIABLE, LLC

P.J. ROBB VARIABLE CORPORATION | P.J. ROBB VARIABLE, LLC

CRD#: 38339 / SEC#: , 8-48197

Broker-Dealer Firm Regulated by FINRA (New Orleans district office)

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Contact information

Main Address

6075 Poplar Ave Suite 400, Memphis, TN 38119

Mailing Address

6075 Poplar Ave Suite 400, Memphis, TN 38119

Phone number

(901) 722-5433

Established

Tennessee since 02/21/1995

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Medium

# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

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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Firm Stability Insights

Ian R. George

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Ian Robinson George's CRS (Customer Relationship Summary).

Certified licenses

Experience

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

PARK AVENUE SECURITIES LLC

GUARDIAN INVESTOR SERVICES LLC

MONY SECURITIES CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 5/11/2011

Series 63

Date: 2/12/1996

SIE

Date: 10/1/2018

Series 6

Date: 2/8/1996

FINRA

Current Firm

P.J. ROBB VARIABLE, LLC

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

P.J. ROBB VARIABLE, LLC

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