Cara Magliocco (CRD# 4825029) is an Investment Advisor Representative working at Allspring Funds Management, LLC in Magnolia, TX and has over 18 years of experience in the finance industry.
CRD# 5631324
Astoria Strategic Wealth, Inc.
CRD# 5776541
Equitable Advisors, LLC
CRD# 4079212
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wells Fargo Funds Distributor, LLC | Boston, MA | Nov 2017 - Current | 6 |
| Wells Fargo Funds Management, LLC | Boston, MA | Nov 2017 - Current | 6 |
| Lifetime Fitness | Austin, TX | Nov 2019 - Jul 2020 | < 1 |
| Legg Mason & Co LLC | Austin, TX | Nov 2017 - Nov 2017 | < 1 |
| Legg Mason Investor Services LLC | Stamford, CT | Mar 2012 - Nov 2017 | 5 |
| Clearbridge Investments LLC | New York, NY | Mar 2012 - Nov 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2005 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2006 |
- TX
-
Total Assets Under Management300,799MILLIONS
-
Total Number of Accounts8,078ACCOUNTS
-
Average Account Value$37,236,777
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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