Mark Allaria (CRD# 5918333) is an Investment Advisor Representative working at Carsonallaria Wealth Management, Ltd. in Glen Carbon, IL and has over 9 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.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
CRD# 6463221
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Jul 2020 - Current | 3 |
| Carsonallaria Wealth Management, Ltd. | Glen Carbon, IL | Nov 2017 - Current | 6 |
| Visionary Wealth Advisors, LLC | Fenton, MO | Apr 2014 - Oct 2017 | 3 |
| Mass Mutual Life Insurance Company | Edwardsville, IL | Apr 2014 - Oct 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2014 |
| S63 | Uniform Securities State Law Examination | Oct 2020 |
- IL
- TX
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Total Assets Under Management470MILLIONS
-
Total Number of Accounts562ACCOUNTS
-
Average Account Value$836,016
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, IL, MO, NE, TX
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