Allison Brooke Mccarty

Current Employers

Employment History

• 06/2007 → 08/2023
  Securian Financial Services Inc
  St. Paul, MN
• 06/2007 → 08/2023
  Minnesota Life
  St. Paul, MN
• 06/2007 → Present
  Financial Advantage Associates
  Rockville, MD
• 08/2023 → Present
  Cetera Wealth Services, Llc
  Rockville, MD
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 12/2025 → Present
  Mccarty Wealth Management, Llc;
  Rockville, MD

Previous Registrations

• 2007-11-14 → 2023-08-10
  Securian Financial Services, Inc.
  Rockville, MD
  St. Paul, MN

Other Businesses

1) NAME OF OTHER BUSINESS: MONTGOMERY COLLEGE LIFELONG LEARNING INSTITUTE; INVESTMENT RELATED: NO; ADDRESS: 7600 TAKOMA AVE #4141 SILVER SPRING, MD 20912 NATURE OF BUSINESS: EDUCATION; START DATE: 09/2023; POSITION/TITLE/RELATIONSHIP: INSTRUCTOR; APX NUMBER OF HOURS PER WEEK: 1.5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: TEACH CLASS ON RETIREMENT PLANNING: 2) NAME OF OTHER BUSINESS: MCCARTY WEALTH MANAGEMENT, LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 12/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DAY-TO-DAY OPERATION FOR FINANCIAL SERVICES; 3) NAME OF OTHER BUSINESS: FINANCIAL ADVANTAGE ASSOCIATES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 06/2007 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES, SALE AND SERVICE OF FIXED INSURANCE;

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-11-05
• S63 Uniform Securities Agent State Law Examination
  2007-09-07

Designations

Other Names

• Allison Brooke Lagasse