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Scott Douglas Carson

CARSONALLARIA WEALTH MANAGEMENT, LTD.·GLEN CARBON, Illinois
SIE, Series 6, Series 7, Series 24, Series 63, Series 65Clean record26 years registeredCARSONALLARIA WEALTH MANAGEMENT, LTD.
2246 S. STATE ROUTE 157, GLEN CARBON, IL 62034CRD# 1966866Firm CRD# 157998

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Scott Douglas Carson · GLEN CARBON, IL
Registration
CRD #1966866 · CARSONALLARIA WEALTH MANAGEMENT, LTD. · 26 years registered
Brand Profile
Not yet started
01

Career History

CARSONALLARIA WEALTH MANAGEMENT, LTD.
Aug 2011 – present
VISIONARY WEALTH ADVISORS, LLC
Aug 2014 – Nov 2017
EDWARDSVILLE, IL
MERIDIAN FINANCIAL GROUP, LTD.
Aug 2011 – Dec 2015
EDWARDSVILLE, IL
MERIDIAN FINANCIAL GROUP, LTD.
Jan 2004 – Dec 2005
GLEN CARBON, IL
LPL FINANCIAL LLC
Nov 1999 – Oct 2011
GLEN CARBON, IL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · November 16, 1999
Years registered · 26
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 Scott Douglas Carson offer?
Scott Douglas Carson specializes in Financial Planning, Investment Management. Contact their office in GLEN CARBON, Illinois for a consultation.
What are Scott Douglas Carson's credentials?
Scott Douglas Carson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott Douglas Carson located?
Scott Douglas Carson 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 Scott Douglas Carson charge for services?
Scott Douglas Carson'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.

Bradley Alan Keene
GLEN CARBON, IL
Mark Vincent Allaria
GLEN CARBON, IL
CFP
Joseph Michael Allaria
GLEN CARBON, IL

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