Benjamin David Coles
Investment adviser representative at Alliance Wealth Advisors, LLC
10 yearsExperience
2 statesRegistered in
$552MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Alliance Wealth Advisors, LLCOct 2016 to now
- Townsquare Capital, LLCJul 2018 to Nov 2021
- Capital ManagementJan 2017 to Aug 2017
- VenafiMar 2016 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
Alliance Wealth Advisors, LLC
$552MAssets managed
770Clients
12Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6988032
- Firm CRD
- 314668