Reginald Wayne Phillips
Professional Summary
Reginald Wayne Phillips, who also goes by Reggie W Phillips, Reginald W Phillips, is a registered financial advisor currently at P.J. ROBB VARIABLE, LLC located in Madison Heights, Virginia. Reginald is registered as a RR (Registered Representative) and started their career in finance in 2004. Reginald has worked at 5 firms and has passed the Series 65, Series 63, SIE, 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
Reggie W Phillips, Reginald W Phillips
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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 on record.
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Years of Experience
22 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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(1/21/2021)
(6/2/2021)
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(8/14/2017)
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(6/2/2021)
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(6/2/2021)
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(1/21/2021)
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(6/2/2021)
(8/14/2017)
(1/21/2021)
(6/2/2021)
(1/21/2021)
(1/21/2021)
(1/21/2021)
(1/21/2021)
(6/2/2021)
(1/21/2021)
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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 Aug 2004About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Nov 2020About the Series 26 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Reginald Wayne Phillips's CRS (Customer Relationship Summary).
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