Kobe
Furness

Alliance Wealth Advisors, LLC

CRD#7797054
Investment Advisor
in Centerville, UT

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Kobe Furness is a financial advisor based in Centerville, Utah, working with Alliance Wealth Advisors, LLC. Kobe has previously held positions at Alliance Wealth Advisors, LLC, United Parcel Service, Wasatch Kids Camp, Utah Reads (University Of Utah), Capital Consultants Management Corporation, University Of Utah, Pho Hong Chau, Granite School District, Full-Time Student, and Church Service Missions. Kobe has passed the Series 65 regulatory exam and is registered to provide services in Texas and Utah. Currently, Kobe is part of Alliance Wealth Advisors, LLC, which operates out of Centerville, Utah. The firm has 13 employees and manages assets totaling $368.8 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars, and other services. The fee structure at Alliance Wealth Advisors, LLC includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets

Office Location

1148 West Legacy Crossing Blvd. Suite 110
Centerville, UT 84014

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Alliance Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$368,846,691

UT Average: $693,624,108
Total Number of Employees

13

UT Average: 12
Total Number of Accounts

1,426

UT Average: 1,115
Average Account Size

$258,658

UT Average: $622,084

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Kobe Furness Work History

2023 - Present (1 year)

Alliance Wealth Advisors, LLC

2022 - Present (2 years)

Alliance Wealth Advisors, LLC

2018 - Present (6 years)

United Parcel Service

2022 - 2022 (< 1 year)

Wasatch Kids Camp

2021 - 2022 (1 year)

Utah Reads (University Of Utah)

2020 - 2021 (1 year)

Capital Consultants Management Corporation

2019 - 2020 (1 year)

University Of Utah

2018 - 2018 (< 1 year)

Pho Hong Chau

2016 - 2018 (2 years)

Church Service Missions

2015 - 2016 (1 year)

Granite School District

2013 - 2015 (2 years)

Full-Time Student

Disclosures

Please visit the SEC profile of Kobe Furness to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Alliance Wealth Advisors, LLC

Kobe Furness
Centerville, UT
Benjamin Coles
Centerville, UT
Jaron Munk
Centerville, UT
Mason Page
Centerville, UT
Chad Kelley
Centerville, UT
Scott Hoxer
Centerville, UT
Paul Coles
Centerville, UT

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started