John Coble
John Coble is a registered investment advisor at The Fiduciary Alliance, based in Greenville, SC, with 25 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 8,964 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fiduciary Alliance charges a percentage of the value of your portfolio, up to 2.00% per year. This fee is negotiable. The fee is calculated and paid quarterly, in advance. In addition, for certain alternative investments, Fiduciary Alliance may receive up to 25% of the profits above a certain return threshold. All clients engaging in Investment Management Services must either engage in Comprehensive Financial Planning or meet a $150,000 minimum of assets under management.
Location
135 S Main St, Suite 600, Greenville, SC, 29601
Get directionsHistory
Regulatory History (4)
Customer Dispute
December 2024Employment Separation After Allegations
November 2010Customer Dispute
January 2009Criminal
December 1994Other Business ActivitiesSells Insurance
John owns JRC & GEC LLC, a commercial real estate business, since 2011. He also owns Coble Wealth Management, LLC, which includes fixed insurance.
Employment History
Current Registrations
The Fiduciary Alliance
Aurora Securities
Aurora SecuritiesBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Investment Professionals, INC.
Investment Professionals, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wachovia Securities, INC.
Wachovia Securities, INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.