Cara
Magliocco
Allspring Funds Management, LLC
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About this Advisor
Cara Magliocco is a financial advisor operating out of Magnolia, Texas with a total of 6 years of relevant experience. Magliocco currently works for Allspring Funds Management, LLC. During their career, the advisor has held roles at Legg Mason & Co LLC, Legg Mason Investor Services LLC, Clearbridge Investments LLC, Wells Fargo Funds Distributor, LLC, Wells Fargo Funds Management, LLC and Lifetime Fitness. Magliocco has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Texas. Allspring Funds Management, LLC is a registered investment business operating out of Charlotte, NC. The investment advisory business has offices in six locations and a total of 418 financial advisors. It manages $235 billion in total assets between its 7,030 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 27 charitable organizations. Of its 7,030 client accounts, just 8% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Allspring Funds Management, LLC provides a wide range of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors typically depend on which services the firm provides the client. Fees billed by Allspring Funds Management, LLC can be comprised of any blend of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Allspring Funds Management, LLC Brokerage Details
$235,232,798,890
418
7,030
$33,461,280
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Cara Magliocco Work History
Cara has been registered as a financial advisor for 6 years.*
Wells Fargo Funds Distributor, LLC
Wells Fargo Funds Management, LLC
Lifetime Fitness
Legg Mason & Co LLC
Legg Mason Investor Services LLC
Clearbridge Investments 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 Cara Magliocco 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 Allspring Funds Management, LLC
Larkspur, CA
Charlotte, NC
Charlotte, NC
Menomonee Falls, WI
New York, NY
Boston, MA
Magnolia, TX
Boston, MA
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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