Advisor at Cole Financial Advisors, Inc.
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Firm
Cole Financial Advisors, Inc.
Location
Provo, UT 84604
Credentials
CFP®, Series 63, Series 65
Industry experience
43 years
Edward Cole is a CFP® with 43 years of industry experience. He is a principal at Cole Financial Advisors, Inc. in Provo, UT, where he has worked since 2023. Prior to this, he spent 15 years at Cetera Advisor Networks LLC and has been associated with LPL Financial since 2023. Cole Financial Advisors, Inc. provides portfolio management and pension consulting primarily for pension and employee benefit plans and other institutional clients. The firm employs a model-driven, committee-governed investment process that integrates fundamental analysis, modern portfolio theory, and quantitative methods, and offers discretionary portfolio management through a Strategic Wealth Management platform.
$0 - $500,000: 1.10% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.90% $2,500,001 - $5,000,000: 0.80% $5,000,001+: 0.60%
Registered representatives receive commissions from sale of securities and insurance products; commissions are not primary source of compensation.
3355 N. University Ave., Ste. 150
Provo, UT 84604
Arizona · Iowa · Utah
Cole Financial Advisors, Inc.
2023 - Present (3 years)
LPL Financial
2023 - Present (3 years)
Cetera Advisor Networks Llc
2008 - 2023 (15 years)
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Lawyer
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Real estate agent
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Other specialized services
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