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John Richard Coble iv

Investment adviser representative at The Fiduciary Alliance
10 yearsExperience
1 stateRegistered in
$2.5BFirm assets
10 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 assetsHourlyFixed or flat feePerformance-based

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.

  1. The Fiduciary AllianceJul 2026 to now
  2. Coble Wealth ManagementMay 2025 to now
  3. Aptive EnvironmentalMay 2024 to Jul 2024
  4. Florence Country ClubMay 2023 to Aug 2023
  5. Clemson UniveristyAug 2022 to Dec 2025
  6. Cracker BarrelApr 2022 to Jul 2022
  7. Francis Marion UniversityAug 2021 to May 2022
  8. Ollie's Bargain Outlet, Inc.Jun 2021 to Aug 2021
  9. Full-time StudentJul 2016 to May 2021

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (SC).

The Fiduciary Alliance

Legal name: Fiduciary Alliance LLC

$2.5BAssets managed
8,964Clients
49Advisers
10 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
7762425
Firm CRD
284924
Advisor's SEC record (opens in a new tab)
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