Kelly Kenneth Crosse
Professional Summary
Kelly Kenneth Crosse, who also goes by Kelly Crosse, is a registered financial advisor currently at P.J. ROBB VARIABLE, LLC located in Harrisburg, Pennsylvania. Kelly is registered as a RR (Registered Representative) and started their career in finance in 1999. Kelly has worked at 8 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Kelly Kenneth Crosse, Kelly Crosse
Similar Advisors
J.P. MORGAN SECURITIES LLC
SLATEN WEALTH MANAGEMENT
EQUITABLE ADVISORS, LLC
ACT ADVISORS
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
J.P. MORGAN SECURITIES LLC
SLATEN WEALTH MANAGEMENT
EQUITABLE ADVISORS, LLC
ACT ADVISORS
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
J.P. MORGAN SECURITIES LLC
SLATEN WEALTH MANAGEMENT
EQUITABLE ADVISORS, LLC
ACT ADVISORS
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.
Similar Advisors
J.P. MORGAN SECURITIES LLC
SLATEN WEALTH MANAGEMENT
EQUITABLE ADVISORS, LLC
ACT ADVISORS
Years of Experience
27 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
J.P. MORGAN SECURITIES LLC
SLATEN WEALTH MANAGEMENT
EQUITABLE ADVISORS, LLC
ACT ADVISORS
Current Firm
P.J. ROBB VARIABLE CORPORATION | P.J. ROBB VARIABLE, LLC
Contact Information
Main Address
6075 Poplar Ave Suite 400, Memphis, TN 38119Mailing Address
6075 Poplar Ave Suite 400, Memphis, TN 38119Phone Number
(901) 722-5433Established
Tennessee since 02/21/1995Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
MediumFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US 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 /MANAGER | 2232934 |
| MARSHALL, DARRYL KEVIN | SECRETARY, VICE PRESIDENT/MANAGER | 2508479 |
| MERCHANT, JEFFREY S | CHIIEF FINANCIAL OFFICER / TREASURER / PRINCIPAL FINANCIAL OFFICER / MANAGER | 4668892 |
| SANTELL, CHRISTY CAROL | ASSISTANT PRINCIPAL OPERATIONS OFFICER | 6272704 |
Similar Advisors
J.P. MORGAN SECURITIES LLC
SLATEN WEALTH MANAGEMENT
EQUITABLE ADVISORS, LLC
ACT ADVISORS
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
J.P. MORGAN SECURITIES LLC
SLATEN WEALTH MANAGEMENT
EQUITABLE ADVISORS, LLC
ACT ADVISORS
State Registrations and Notice Filings
(11/8/2024)
(5/20/2024)
(11/21/2023)
(2/24/2026)
(5/15/2023)
(4/28/2023)
(11/26/2024)
(1/4/2024)
(8/3/2023)
(3/4/2025)
(1/9/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Apr 1999About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Jun 2006About the Series 26 examSRO Registrations
Similar Advisors
J.P. MORGAN SECURITIES LLC
SLATEN WEALTH MANAGEMENT
EQUITABLE ADVISORS, LLC
ACT ADVISORS
CRS (Client Relationship Summary) - BD
Click below to view Kelly Kenneth Crosse's CRS (Customer Relationship Summary).
Similar Advisors
J.P. MORGAN SECURITIES LLC
SLATEN WEALTH MANAGEMENT
EQUITABLE ADVISORS, LLC
ACT ADVISORS