Unclaimed Profile

Paul Alfred Coles

ALLIANCE WEALTH ADVISORS, LLC·CENTERVILLE, Utah

Series 65Clean record13 years registeredALLIANCE WEALTH ADVISORS, LLC

1148 WEST LEGACY CROSSING BLVD., CENTERVILLE, UT 84014CRD# 6228355Firm CRD# 314668

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Paul Alfred Coles · CENTERVILLE, UT

Registration

CRD #6228355 · ALLIANCE WEALTH ADVISORS, LLC · 13 years registered

Brand Profile

Not yet started

Career History

ALLIANCE WEALTH ADVISORS, LLC

Jun 2021 – present

TOWNSQUARE CAPITAL, LLC

Mar 2018 – Nov 2021

BOUNTIFUL, UT

ALLEGIS INVESTMENT ADVISORS, LLC

Aug 2013 – Mar 2018

BOUNTIFUL, UT

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 7, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALLIANCE WEALTH ADVISORS, LLC

CRD 314668 · SEC 801-121605

AUM

$369M

Regulatory assets under management

Employees

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 →

Introduction

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Frequently Asked Questions

What services does Paul Alfred Coles offer?

Paul Alfred Coles specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CENTERVILLE, Utah for a consultation.

What are Paul Alfred Coles's credentials?

Paul Alfred Coles is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Alfred Coles located?

Paul Alfred 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 Paul Alfred Coles charge for services?

Paul Alfred 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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