Carsonallaria Wealth Management, Ltd.

Carsonallaria Wealth Management, Ltd. (CRD# 157998) is a financial advisory firm headquartered in Glen Carbon, IL. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Carsonallaria Wealth Management, Ltd.
Showing 1 - 3 of 3 top financial advisors.
1
Joe M. Allaria
CRD#: 6122862
2246 S. State Route 157, Suite 225, Glen Carbon, IL 62034
107
Wealthminder
score

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.

2
Mark V. Allaria
CRD#: 5918333
2246 S. State Route 157, Suite 225, Glen Carbon, IL 62034
96
Wealthminder
score

Mark Allaria (CRD# 5918333) is an Investment Advisor Representative working at Carsonallaria Wealth Management, Ltd. in Glen Carbon, IL and has over 6 years of experience in the finance industry. Mark Allaria has 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 put clients' interests first and comply with the Financial Planning Practice Standards.

3
Scott D. Carson
CRD#: 1966866
2246 S. State Route 157, Suite 225, Glen Carbon, IL 62034
93
Wealthminder
score

Scott Carson (CRD# 1966866) is an Investment Advisor Representative working at Carsonallaria Wealth Management, Ltd. in Glen Carbon, IL and has over 23 years of experience in the finance industry.

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