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Benjamin David Coles

ALLIANCE WEALTH ADVISORS, LLC·CENTERVILLE, Utah
Series 65Clean record7 years registeredALLIANCE WEALTH ADVISORS, LLC
1148 WEST LEGACY CROSSING BLVD., CENTERVILLE, UT 84014CRD# 6988032Firm CRD# 314668

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Benjamin David Coles · CENTERVILLE, UT
Registration
CRD #6988032 · ALLIANCE WEALTH ADVISORS, LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

ALLIANCE WEALTH ADVISORS, LLC
Jun 2021 – present
TOWNSQUARE CAPITAL, LLC
Sep 2018 – Nov 2021
PROVO, UT
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · September 4, 2018
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ALLIANCE WEALTH ADVISORS, LLC
CRD 314668 · SEC 801-121605
AUM
$369M
Regulatory assets under management
Employees
13
1,426 client accounts
Services offered by ALLIANCE WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at ALLIANCE WEALTH ADVISORS, LLC →
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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.
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Other Advisors at ALLIANCE WEALTH ADVISORS, LLC

Chad Edwards Kelley
CENTERVILLE, UT
Mason Michael Page
CENTERVILLE, UT
Paul Alfred Coles
CENTERVILLE, UT
Scott G Hoxer
CENTERVILLE, UT

More Advisors in CENTERVILLE, Utah

Adam Craig Fisher
WEALTH NAVIGATION, LLC·CENTERVILLE, UT
Michael Scott Jones
WEALTH NAVIGATION, LLC·CENTERVILLE, UT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Utah
SALT LAKE CITY (177)PROVO (32)LEHI (31)DRAPER (31)OREM (28)SANDY (27)ST. GEORGE (16)LOGAN (15)SOUTH JORDAN (13)HOLLADAY (12)
City Guides
SALT LAKE CITY GuidePROVO GuideLEHI GuideDRAPER GuideOREM Guide
Research
Advisor Fees in UtahNational Fee Analysis
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