Mark
Allaria
Carsonallaria Wealth Management, LTD
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About this Advisor
Mark Allaria is a certified financial planner who works out of Glen Carbon, Illinois, with a total of 6 years of relevant experience. Allaria is an employee of Carsonallaria Wealth Management, LTD. During their career, Allaria has held roles at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, Visionary Wealth Advisors, LLC, Mass Mutual Life Insurance Company, Carsonallaria Wealth Management, LTD and Purshe Kaplan Sterling Investments. Allaria has Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Illinois and Texas. Carsonallaria Wealth Management, LTD is an advisory firm that has its headquarters in Glen Carbon, IL. It has a total of nine people on staff. It oversees $345 million in assets under management among its 495 accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 495 client accounts, 17% belong to high-net-worth individuals who have more than $1 million in assets. Carsonallaria Wealth Management, LTD provides a few services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules typically are based on which services the firm provides the client. Fee types billed by Carsonallaria Wealth Management, LTD can consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Carsonallaria Wealth Management, LTD Brokerage Details
$345,329,918
9
495
$697,636
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Mark Allaria Work History
Mark has been registered as a financial advisor for 6 years.*
Purshe Kaplan Sterling Investments
Carsonallaria Wealth Management, LTD
Visionary Wealth Advisors, LLC
Mass Mutual Life Insurance Company
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mark Allaria to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Carsonallaria Wealth Management, LTD
Glen Carbon, IL
Glen Carbon, IL
Glen Carbon, IL
Glen Carbon, IL
Glen Carbon, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
