Carlas Allgood, financial advisor Watkinsville GA

Carlas Allgood

CRD Number: 1247696
Current Firm: Cwm, LLC

Carlas Allgood (CRD# 1247696) is an Investment Advisor Representative working at Cwm, LLC in Watkinsville, GA and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisor Networks LLC El Segundo, CA Jan 2017 - Current 7
Cwm, LLC Omaha, NE Aug 2016 - Current 7
Allgood Financial Advisory Watkinsville, GA Jan 1999 - Current 25
Lpl Financial, LLC Watkinsville, GA Dec 1997 - Jan 2017 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1984
S65 NASAA Investment Advisors Law Examination Nov 1997
Contact Info for Carlas B. Allgood
Phone Number: 402-330-0808
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    19,944
    MILLIONS
  • Total Number of Accounts
    96,956
    ACCOUNTS
  • Average Account Value
    $205,697
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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