CG
CG

Carlton Greene

1 Year of Experience
Las Vegas, NV
Broker

Carlton Greene is a registered investment advisor, based in Las Vegas, NV, with 1 years of industry experience.

Location

340 E. Warm Springs Rd, # 110, Las Vegas, NV, 89119

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
August 2025 - September 2025 · 1 mo
Avantax Investment Services, INC.Broker
December 2024 - September 2025 · 9 mos
State Registrations1 state
NV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Carlton Greene - Financial Advisor | TrueAdvisor