Coye Baxter Cordle Iii
Professional Summary
Coye Baxter Cordle III, who also goes by Coye Cordle III, Trey Cordle, Coye B. Cordle III, Coye B Cordle, Coye Baxter Cordle Iii, Coye Baxter Cordle, is a registered financial advisor currently at P.J. ROBB VARIABLE, LLC located in Memphis, Tennessee. Coye is registered as a RR (Registered Representative) and started their career in finance in 2002. Coye has worked at 11 firms and has passed the Series 66, Series 7TO, SIE, Series 57TO,...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Coye Cordle Iii, Trey Cordle, Coye B. Cordle Iii, Coye B Cordle, Coye Baxter Cordle Iii, Coye Baxter Cordle
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Contact Information
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Disclosures on record.
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Years of Experience
24 years in the financial services industry
Current & Past Employments
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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 |
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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.
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State Registrations and Notice Filings
(10/19/2023)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examSeries 55 — Limited Representative-Equity Trader Exam
Passed Apr 2008Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Oct 2023About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Oct 2023About the Series 9 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Coye Baxter Cordle III's CRS (Customer Relationship Summary).
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