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Daniel Brent Vernon

P.J. ROBB VARIABLE
HARRISBURG, PA
·CRD# 3155643·27 years experience

Professional Summary

Daniel Brent Vernon, who also goes by Daniel B Vernon, Daniel Brent Vernon, Daniel Vernon, is a registered financial advisor currently at P.J. ROBB VARIABLE, LLC located in Harrisburg, Pennsylvania. Daniel is registered as a RR (Registered Representative) and started their career in finance in 1998. Daniel has worked at 9 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Daniel B Vernon, Daniel Brent Vernon, Daniel Vernon

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

27 years in the financial services industry

Current & Past Employments

P.J. ROBB VARIABLE, LLC·CRD# 38339
BD
4135 North Front Street, Harrisburg, PA 17110
January 29, 2025 - Present
THE LEADERS GROUP, INC.·CRD# 37157
BD
Summit, NJ
February 1, 2024 - January 27, 2025
MILLIMAN INVESTMENT MANAGEMENT SERVICES LLC·CRD# 292521
BD
Chicago, IL
August 12, 2021 - March 23, 2023
RIVERSOURCE DISTRIBUTORS, INC.·CRD# 139135
BD
Minneapolis, MN
December 15, 2010 - May 10, 2021
ALLSTATE FINANCIAL SERVICES, LLC·CRD# 18272
BD
Farmington, CT
July 21, 2010 - November 22, 2010
EVERLAKE DISTRIBUTORS, LLC·CRD# 100460
BD
Northbrook, IL
September 15, 2009 - March 3, 2010
HIMCO DISTRIBUTION SERVICES COMPANY·CRD# 6604
BD
Hartford, CT
July 1, 2002 - September 30, 2003
NEW ENGLAND SECURITIES·CRD# 615
BD
New York, NY
September 5, 2000 - March 29, 2001
SIGNATOR INVESTORS, INC.·CRD# 468
BD
Boston, MA
December 18, 1998 - August 11, 2000

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Current Firm

PR
P.J. ROBB VARIABLE, LLC

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

CRD#: 38339 / SEC#: 8-48197
BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)

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

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
CRUMP LIFE INSURANCE SERVICES, LLCOWNER—
COLLINS, HEATHER MARIEASSISTANT TREASURER AND PRINCIPAL OPERATIONS OFFICER5851459
CORDLE, COYE BAXTER IIICHIEF COMPLIANCE OFFICER, AML OFFICER & PRIVACY OFFICER4544954
HARRISON, BRUCE ANDREWPRESIDENT, CEO AND CHAIRMAN OF THE BOARD /MANAGER2232934
MARSHALL, DARRYL KEVINSECRETARY, VICE PRESIDENT/MANAGER2508479
MERCHANT, JEFFREY SCHIIEF FINANCIAL OFFICER / TREASURER / PRINCIPAL FINANCIAL OFFICER / MANAGER4668892
SANTELL, CHRISTY CAROLASSISTANT PRINCIPAL OPERATIONS OFFICER6272704

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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.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Connecticut
(1/29/2025)
RR
Florida
(9/29/2026)
RR
Massachusetts
(7/23/2025)
RR
South Carolina
(8/25/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 2010About the Series 63 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed May 1999About the Series 65 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2010About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Sep 2009About the Series 6 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Daniel Brent Vernon's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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