Wells Fargo Advisors
47yrs
Top advisor by experience in Irvine
19yrs
David Coles is a fiduciary financial advisor in Irvine, California, with 19 years in the industry. After ten years at Wmbc, David joined Farther in 2024, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 1708 advisors with offices in Irvine, and one of 1570 fiduciaries.
At a glance
Experience19 years (since 2008)
How that compares ?More experience than 59% of advisors in Irvine
Office2 Venture Suite 380, Irvine, CA 92618
FirmFarther
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$972,193
Advisors at the firm316
States licensed ?1 state
Services through Farther
Financial planningInvestment management for individuals and small businessesRetirement plan consultingNewsletters and publications
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Dec 2024 – nowFartherCurrent firm
- 2015 – 2025WMBCPreviously
- 2012 – 2014WMBCPreviously
Questions to ask David
Tailored to David’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call Farther at (628) 246-8004 and ask for David Coles. David works from the Irvine, CA office.
How long has David been a financial advisor?
David has been in the industry since 2008, about 19 years. More experience than 59% of advisors in Irvine.
What licenses does David hold?
Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Farther reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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