Joe AllariaCRD Number: 6122862
Current Firm: Visionary Wealth Advisors, LLC
Compensation Model: Both
Joe Allaria (CRD# 6122862) is an Investment Advisor Representative working at Visionary Wealth Advisors, LLC in Saint Louis, MO.
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 online publications such as Yahoo Finance, Investopedia.com, Nasdaq.com, Nerdwallet.com, and Christian Science Monitor (csmonitor.com). He is also part of Nerdwallet.com's Ask an Advisor platform and Investopedia.com's Advisor Insights platform.
Joe Allaria lives with his wife in Edwardsville, IL, which is a town located approximately 30 minutes outside of St. Louis, MO. Joe has served on the Southern Illinois University Graduate School Advisory Board since August of 2015. He is also an active volunteer at his church, Enjoy Church, which is based out of Alton, IL and O'Fallon, IL. Joe and his wife, Jacqueline, 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.
- Retirement planning
- Investment management
- Socially responsible investing
- Social security and retirement income
- Employer retirement plans
- Long-term care
- Career change
- Sudden wealth
- Baby boomers
- Approaching retirement
- Career changers
- Medical professionals
- Sales professionals
- Small business owners
Our investment philosophy is founded simply on four major pillars:
1. Be diversifed
2. Keep costs low
3. Remain tax-efficient
4. Control investor behavior
For our asset-management and financial planning services, we charge an annual fee that is based on the amount of investable assets we are managing. The number can range from 0.50% - 1.25%.
We have a simple 4-step planning process outlined below:
1. Introduction meeting (when we meet)
2. Fact-finding meeting (when we gather all information needed to conduct an analysis and create a plan)
3. Planning meeting (when we present our financial plan and analysis)
4. On-boarding meeting (when we begin our relationship)
|Visionary Wealth Advisors, LLC||Edwardsville, IL||Apr 2014 - Current||2|
|Mass Mutual Life Insurance Company||Edwardsville, IL||Apr 2014 - Current||2|
|Slagle Financial, LLC||Edwardsville, IL||Jan 2012 - Mar 2014||2|
|Southern Illinois University||Edwardsville, IL||Aug 2011 - Jun 2012||< 1|
|Master of Business Administration||Southern Illinois University Edwardsville||Business||Dec 2012|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2012|
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Total Assets Under Management348MILLIONS
Total Number of Accounts1,731ACCOUNTS
Average Account Value$200,867
AZ, CA, CO, FL, IL, KS, MO, MS, NC, PA, TN, TX, VA
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