Joe Allaria, financial advisor Glen Carbon IL
107 score

Joe Allaria

CRD Number: 6122862
Current 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.

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Professional Designations
Company Name Location Dates Years
CarsonAllaria Wealth Management Glen Carbon, IL Nov 2017 - Current < 1
Visionary Wealth Advisors, LLC Edwardsville, IL Apr 2014 - Oct 2017 3
Mass Mutual Life Insurance Company Edwardsville, IL Apr 2014 - Feb 2017 2
Slagle Financial, LLC Edwardsville, IL Jan 2012 - Mar 2014 2
Southern Illinois University Edwardsville, IL Aug 2011 - Jun 2012 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2012
Contact Info for Joe M. Allaria
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • 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

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BADGES
107
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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