Scott Carson, financial advisor Glen Carbon IL

Scott Carson

CRD Number: 1966866
Current Firm: Carsonallaria Wealth Management, Ltd.

Scott Carson (CRD# 1966866) is an Investment Advisor Representative working at Carsonallaria Wealth Management, Ltd. in Glen Carbon, IL and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Carsonallaria Wealth Management, Ltd Glen Carbon, IL Aug 2014 - Current 9
Purshe Kaplan Sterling Investments Albany, NY Mar 2013 - Current 11
Meridian Financial Group Glen Carbon, IL Aug 2011 - Aug 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1995
S65 NASAA Investment Advisors Law Examination Jan 1998
Contact Info for Scott D. Carson
Phone Number: 618-288-9505
Registered State(s):
  • FL
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    470
    MILLIONS
  • Total Number of Accounts
    562
    ACCOUNTS
  • Average Account Value
    $836,016
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, IL, MO, NE, TX

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