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Carrollton Oliver Green

Variable Investment Associates, Inc.

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About Carrollton Oliver Green

Carrollton Oliver Green has been in the financial services industry since 1994. Carrollton is currently registered with Variable Investment Associates, Inc. and holds Series 6 and Series 63 registrations. Prior to working with Variable Investment Associates, Inc., Carrollton was employed by MML INVESTORS SERVICES, LLC, SUNSET FINANCIAL SERVICES, INC., 1717 CAPITAL MANAGEMENT COMPANY, PRUCO SECURITIES CORPORATION, and THE PRUDENTIAL INSURANCE COMPANY OF AMERICA.

Firm Information

Carrollton Green is currently registered with Variable Investment Associates, Inc.. Variable Investment Associates, Inc. is a Corporation formed in 1997-10-03. It is approved and registered in 49 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

56

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Carrollton Green’s Registration & Firm History

SD

03/20/2013 - Present

Variable Investment Associates, Inc. (TEA SD)

MD

01/18/2007 - 05/10/2012

MML INVESTORS SERVICES, LLC (LAUREL MD)

MD

11/26/1997 - 11/02/2006

SUNSET FINANCIAL SERVICES, INC. (LAUREL MD)

DE

03/14/1995 - 11/25/1997

1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)

NJ

06/21/1991 - 05/05/1993

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

06/21/1991 - 05/05/1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

BC

Issued 04/22/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/20/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carrollton Oliver Green.
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