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Joseph Michael Allaria

CARSONALLARIA WEALTH MANAGEMENT, LTD.·GLEN CARBON, Illinois
Series 65Clean record13 years registeredCARSONALLARIA WEALTH MANAGEMENT, LTD.
2246 S. STATE ROUTE 157, GLEN CARBON, IL 62034CRD# 6122862Firm CRD# 157998

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Michael Allaria · GLEN CARBON, IL
Registration
CRD #6122862 · CARSONALLARIA WEALTH MANAGEMENT, LTD. · 13 years registered
Brand Profile
Not yet started
01

Career History

CARSONALLARIA WEALTH MANAGEMENT, LTD.
Dec 2017 – present
VISIONARY WEALTH ADVISORS, LLC
Apr 2014 – Nov 2017
EDWARDSVILLE, IL
SLAGLE FINANCIAL, LLC.
Oct 2012 – Apr 2014
EDWARDSVILLE, IL
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 31, 2012
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CARSONALLARIA WEALTH MANAGEMENT, LTD.
CRD 157998 · SEC 801-112867
AUM
$470M
Regulatory assets under management
Employees
9
562 client accounts
Services offered by CARSONALLARIA WEALTH MANAGEMENT, LTD.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CARSONALLARIA WEALTH MANAGEMENT, LTD. →
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05

Frequently Asked Questions

What services does Joseph Michael Allaria offer?
Joseph Michael Allaria specializes in Financial Planning, Investment Management. Contact their office in GLEN CARBON, Illinois for a consultation.
What are Joseph Michael Allaria's credentials?
Joseph Michael Allaria is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Michael Allaria located?
Joseph Michael Allaria is based in GLEN CARBON, Illinois, working with CARSONALLARIA WEALTH MANAGEMENT, LTD.. Their office serves clients in the GLEN CARBON metropolitan area and surrounding communities.
How does Joseph Michael Allaria charge for services?
Joseph Michael Allaria's firm is compensated through percentage of aum, hourly charges, subscription fees, other: insurance commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CARSONALLARIA WEALTH MANAGEMENT, LTD.?
CARSONALLARIA WEALTH MANAGEMENT, LTD. has approximately 9 employees and manages $470M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CARSONALLARIA WEALTH MANAGEMENT, LTD.

Scott Douglas Carson
GLEN CARBON, IL
Bradley Alan Keene
GLEN CARBON, IL
Mark Vincent Allaria
GLEN CARBON, IL
CFP

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Research
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