Carlas Allgood is a registered investment advisor, based in Watkinsville, GA, with 42 years of industry experience.
Location
1361 Jennings Mill Road Suite 420, Watkinsville, GA, 30677
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Carlas is an investment advisory representative at CWM, LLC DBA Carson Group Partners since 2017, dedicating full-time hours. She also sells fixed insurance products, including life, annuities, and long-term care, and owns Allgood Financial Advisory, spending full-time hours on this DBA for securities business.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cwm, LLC
Previous Registrations
Allgood Financial Advisory
Allgood Financial Advisory
LPL Financial LLC
LPL Financial LLCBroker
Financial Network Investment CorporationBroker
Waddell & Reed, INC.Broker
State Registrations9 states
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