Paul
Coles
Alliance Wealth Advisors, LLC
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About this Advisor
Paul Coles is a financial advisor working out of Centerville, Utah, with a total of 2 years of relevant experience. Coles is currently employed by Alliance Wealth Advisors, LLC. Over the course of their career, they have held roles at Allegis Investment Advisors, Fka, Bowengroup Advisors, LLC, Alliance Wealth Advisors, LLC and Townsquare Capital, LLC. Coles maintains a Series 65 license, which qualifies them as an investment advisor representative, and is able to work in Texas and Utah. Alliance Wealth Advisors, LLC is an advisory company based out of Centerville, UT. It administers $271 million in assets under management among its 1,212 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 1,212 customer accounts, just 9% are associated with high-net-worth clients who have at least $1 million in investable assets. The firm provides a broad set of services, including financial planning services, portfolio management for individuals and small businesses, educational seminars and other services. Financial advisory fees usually vary depending on the financial services provided. Fee types charged by Alliance Wealth Advisors, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alliance Wealth Advisors, LLC Brokerage Details
$270,871,067
14
1,212
$223,491
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
Paul Coles Work History
Paul has been registered as a financial advisor for 2 years.*
Alliance Wealth Advisors, LLC
Alliance Wealth Advisors, LLC
Townsquare Capital, LLC
Allegis Investment Advisors, Fka, Bowengroup Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Paul Coles 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
Centerville, UT
Centerville, UT
Centerville, UT
Centerville, UT
Centerville, UT
Centerville, UT
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