Joe Allaria
CRD Number: 6122862Current Firm: Carsonallaria Wealth Management, Ltd.
Compensation Model: Both
Joe Allaria (CRD# 6122862) is an Investment Advisor Representative working at CarsonAllaria Wealth Management in the St. Louis/Metro-East area.
Joe Allaria has also taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Mr. Allaria is also considered a thought leader in the financial services industry and has been featured for his insightful articles in major publications such as The Wall Street Journal, on USAToday.com, Yahoo Finance, Investopedia.com, Nasdaq.com, and Nerdwallet.com. He is also part of Investopedia.com's Advisor Insights platform.
Joe Allaria lives with his wife and son in Glen Carbon, IL, which is a town located approximately 25 minutes outside of St. Louis, MO. Joe is an active volunteer at his church, Enjoy Church, which is based out of Alton, IL and O'Fallon, IL. Joe and family enjoy staying active in their spare time. They also enjoy visiting their college alma mater, Southern Illinois University Carbondale, where Joe was a 4-year student-athlete and member of the Saluki football team.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
CRD# 6463221
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Carsonallaria Wealth Managment, Ltd. | Glen Carbon, IL | Nov 2017 - Current | 6 |
| Visionary Wealth Advisors, LLC | Edwardsville, IL | Apr 2014 - Oct 2017 | 3 |
| Mass Mutual Life Insurance Company | Edwardsville, IL | Apr 2014 - Jan 2017 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2012 |
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Total Assets Under Management470MILLIONS
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Total Number of Accounts562ACCOUNTS
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Average Account Value$836,016
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, IL, MO, NE, TX
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