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Carl Eugene Olson

Mml Investors Services, LLC

Franklin, TN

Franklin, TN

CRD 3167971

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Employer firm

Mml Investors Services, LLC CRD 10409

$116B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Mml Investors Services, Llc

1295 State Street, Springfield, MA 01111-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2021-07-21
  • TN RA
    APPROVED
    Since 2021-07-21

Branch Locations

Franklin, TN • United States

3401 Mallory Lane Suite 220, Franklin, TN 37067 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Metlife Securities, Inc. Nashville TN 10/2001 03/2017
Metlife Securities Inc. Walnut Creek CA 01/2015 03/2017
Mml Investors Services, Llc Knoxville TN 03/2017 Present
Massmutual Life Insurance Co Knoxville TN 07/2016 Present
  • 10/2001 → 03/2017
    Metlife Securities, Inc.
    Nashville, TN
  • 01/2015 → 03/2017
    Metlife Securities Inc.
    Walnut Creek, CA
  • 03/2017 → Present
    Mml Investors Services, Llc
    Knoxville, TN
  • 07/2016 → Present
    Massmutual Life Insurance Co
    Knoxville, TN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-12
S65 Uniform Investment Adviser Law Examination 1999-11-12
S63 Uniform Securities Agent State Law Examination 1999-02-05
  • S66 Uniform Combined State Law Examination
    2021-01-12
  • S65 Uniform Investment Adviser Law Examination
    1999-11-12
  • S63 Uniform Securities Agent State Law Examination
    1999-02-05
Other Names
  • Carl Olson

View on SEC IAPD

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