AdvisorOS Directory
Claim Profile
BC

Benjamin David Coles

ALLIANCE WEALTH ADVISORS, LLC·CENTERVILLE, Utah
Unclaimed Profile
1148 WEST LEGACY CROSSING BLVD., CENTERVILLE, UT 84014CRD# 6988032Firm CRD# 314668
01

About

Benjamin David Coles is a registered financial advisor based in CENTERVILLE, Utah, affiliated with ALLIANCE WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ALLIANCE WEALTH ADVISORS, LLC
ALLIANCE WEALTH ADVISORS, LLC
AUM
$369M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at ALLIANCE WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6988032
Firm CRD# 314668
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CENTERVILLE?

Browse all registered financial advisors in CENTERVILLE, Utah or claim this profile if it's yours.

Browse CENTERVILLE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Benjamin David Coles offer?
Benjamin David Coles specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CENTERVILLE, Utah for a consultation.
What are Benjamin David Coles's credentials?
Benjamin David Coles is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Benjamin David Coles located?
Benjamin David Coles is based in CENTERVILLE, Utah, working with ALLIANCE WEALTH ADVISORS, LLC. Their office serves clients in the CENTERVILLE metropolitan area and surrounding communities.
How does Benjamin David Coles charge for services?
Benjamin David Coles's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALLIANCE WEALTH ADVISORS, LLC?
ALLIANCE WEALTH ADVISORS, LLC has approximately 13 employees and manages $369M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CENTERVILLE
Owen John Fisher — WEALTH NAVIGATION, LLCAdam Craig Fisher — WEALTH NAVIGATION, LLCTiffin Ellen Tullis — VIGILANT INVESTMENT ADVISORS, LLCMichael Scott Jones — WEALTH NAVIGATION, LLCPaul Alfred Coles — ALLIANCE WEALTH ADVISORS, LLC
Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)DRAPER (54)PROVO (47)
City Guides
SALT LAKE CITY GuideLEHI GuidePARK CITY GuideDRAPER GuidePROVO Guide
Research
Advisor Fees in UtahNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile