Marissa Hope Lavalle
Professional Summary
Marissa Hope Lavalle, who also goes by Marissa Hope Blouch, is a registered financial advisor currently at P.J. ROBB VARIABLE, LLC located in Harrisburg, Pennsylvania. Marissa is registered as a RR (Registered Representative) and started their career in finance in 1999. Marissa has worked at 3 firms and has passed the SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Marissa Hope Lavalle, Marissa Hope Blouch
Similar Advisors
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
MORGAN STANLEY
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
MORGAN STANLEY
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
MORGAN STANLEY
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
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
MORGAN STANLEY
Years of Experience
27 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
MORGAN STANLEY
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
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
MORGAN STANLEY
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
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
MORGAN STANLEY
State Registrations and Notice Filings
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 Mar 1999About the Series 6 examSRO Registrations
Similar Advisors
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
MORGAN STANLEY
CRS (Client Relationship Summary) - BD
Click below to view Marissa Hope Lavalle's CRS (Customer Relationship Summary).
Similar Advisors
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
MORGAN STANLEY