Benjamin David Coles

Employer firm

Alliance Wealth Advisors, LLC CRD 314668

$552M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars
• ASSET ALLOCATION SERVICES; ADVISORY CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2018 → 11/2021
  Townsquare Capital, Llc
  Provo, UT
• 01/2017 → 08/2017
  Capital Management
  Bountiful, UT
• 03/2016 → 01/2017
  Venafi
  Salt Lake City, UT
• 10/2016 → Present
  Alliance Wealth Advisors, Llc
  Bountiful, UT
• 05/2021 → Present
  Alliance Wealth Advisors, Llc
  Centerville, UT

Previous Registrations

• 2018-09-04 → 2021-11-22
  Townsquare Capital, Llc
  Lehi, UT
  Bountiful, UT

Other Businesses

1) Independent insurance agent. Address is the same as office location. Investment-related. Position held-Insurance Agent. Nature of business Individual producer offering fixed life and annuities. 5 hrs per month all during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-08-30

Other Names

• Benjamin Coles