Carsonallaria Wealth Management, Ltd.
Carsonallaria Wealth Management, Ltd. (CRD# 157998) is a financial advisory firm headquartered in Glen Carbon, IL. They manage $469,840,880 in 562 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management470MILLION
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Total Number of Accounts562ACCOUNTS
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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
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.
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.
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.
Michael Wiedner (CRD# 5771935) is an Investment Advisor Representative working at Carsonallaria Wealth Management, Ltd. in Glen Carbon, IL and has over 10 years of experience in the finance industry.
Jeffrey Waters (CRD# 6606101) is an Investment Advisor Representative working at Carsonallaria Wealth Management, Ltd. in Glen Carbon, IL and has over 3 years of experience in the finance industry.