Mark Allaria, financial advisor Glen Carbon IL
96 score

Mark Allaria

CRD Number: 5918333
Current Firm: Carsonallaria Wealth Management, Ltd.

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.

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Professional Designations
Company Name Location Dates Years
Carsonallaria Wealth Management, Ltd. Glen Carbon, IL Nov 2017 - Current < 1
Visionary Wealth Advisors, LLC Fenton, MO Apr 2014 - Oct 2017 3
Mass Mutual Life Insurance Company Edwardsville, IL Apr 2014 - Oct 2017 3
Northwestern Mutual Investment Services, LLC Glen Carbon, IL Aug 2011 - Mar 2014 2
Northwestern Mutual Life Insurance Company Milwaukee, WI May 2011 - Mar 2014 2
Southern Illinois University Edwardsville Edwardsville, IL May 2007 - May 2011 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2012
S65 NASAA Investment Advisors Law Examination Jul 2014
Contact Info for Mark V. Allaria
Phone Number: 618-566-6866
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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Clean Record
This advisor has a clean track record with regulators.

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