Mark Allaria is a CFP-designated registered investment advisor, based in Glen Carbon, IL, with 14 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1 Ginger Creek Meadows Dr, Glen Carbon, IL, 62034
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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
Mark services fixed insurance business as an agent, dedicating a few hours per week. He also owns MVR Properties and spends minimal time on it, and is a partner at Carsonallaria Wealth Management, spending nearly full-time hours on wealth management and retirement planning.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Carsonallaria Wealth Management, LTD.
Previous Registrations
Visionary Wealth Advisors, LLC
Northwestern Mutual Investment Services, LLCBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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