618.288.9505 info@carsonallaria.com

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CarsonAllaria Wealth Management
2246 S. State Route 157, Suite 225
Glen Carbon, IL 62034

Serving Greater St. Louis

Contact Us

Phone Number: 618.288.9505
Fax Number: 618.288.9506
Email: info@carsonallaria.com

About CarsonAllaria Wealth Management

CarsonAllaria Wealth Management is an independent, Registered Investment Advisor (RIA), registered with the SEC. You can check out our firm and our advisors at adviserinfo.sec.gov.

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All material provided by CarsonAllaria Wealth Management (CAWM or firm) is for informational purposes only. By accessing or otherwise using this website, you agree to be bound by the terms and conditions set forth below.

Investing involves risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results and may have been impacted by events and economic conditions that will not prevail in the future. Therefore, it should not be assumed that future performance of any specific security, investment product or investment strategy referenced on the website, either directly or indirectly, will be profitable or equal to the corresponding indicated performance level(s).

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Any reference to a market index is included for illustrative purposes only, as it is not possible to directly invest in an index. Indices are unmanaged, hypothetical vehicles that serve as market indicators and do not account for the deduction of management fees or transaction costs generally associated with investable products, which otherwise have the effect of reducing the performance of an actual investment portfolio.

*73% of financial advisors do not have a succession plan. Study conducted by the Financial Planning Association and Janus Henderson Investors. Statistic was cited in the CNBC.com article at https://www.cnbc.com/2019/04/29/a-majority-of-financial-advisors-lack-a-succession-plan.html

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