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CC

Chance D. Coker

EARNED WEALTH ADVISORS
ST. PETERSBURG, FL
Some features on this profile are disabled
CRD#: 7514735
CC

Professional summary

Chance Dakota Coker, who also goes by Chance Coker, is a registered financial advisor currently at EARNED WEALTH ADVISORS, LLC located in St. Petersburg, Florida.

Chance is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Chance has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Chance Coker

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chance Dakota Coker's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 25, 2026 - Present

EARNED WEALTH ADVISORS, LLC

RIA
CRD#: 108052
ST. PETERSBURG, FL
Past

August 13, 2025 - February 20, 2026

EDELMAN FINANCIAL ENGINES

RIA
CRD#: 104510
Frisco, TX
Past

May 9, 2022 - June 4, 2025

FISHER INVESTMENTS

RIA
CRD#: 107342
PLANO, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EW
EARNED WEALTH ADVISORS, LLC
CAPITAL PERFORMANCE ADVISORS LLC | THOMAS WIRIG DOLL | THOMAS DOLL | OJM GROUP | EARNED WEALTH ADVISORS, LLC | EARNED WEALTH | CAPITAL PERFORMANCE ADVISORS, INC. | CAPITAL PERFORMANCE ADVISORS LLP

CRD#: 108052 / SEC#: 801-57727

RIA
Registered Investment Advisory firm - (7/10/2000 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(2/25/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/9/2022
Uniform Investment Adviser Law Examination

Current Firm

EW
EARNED WEALTH ADVISORS, LLC
CAPITAL PERFORMANCE ADVISORS LLC | THOMAS WIRIG DOLL | THOMAS DOLL | OJM GROUP | EARNED WEALTH ADVISORS, LLC | EARNED WEALTH | CAPITAL PERFORMANCE ADVISORS, INC. | CAPITAL PERFORMANCE ADVISORS LLP

CRD#: 108052 / SEC#: 801-57727

RIA
Registered Investment Advisory firm - (7/10/2000 Approved)
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Contact information

Main Address
165 Lennon Lane Suite 200, Walnut Creek, CA 94598
Mailing Address
Phone number
(925) 939-2500
Established
Firm type
Fiscal year end
# of Employees
39

SEC notice filing (26 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EARNED WEALTH ADVISORS, LLC FORM ADV PART 2A (12/5/2025)

Regulatory assets under management

Total Number of Accounts3,544
AUM (Assets Under Management)$ 1,916,730,533

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

EARNED WEALTH ADVISORS, LLC

CRD#: 108052St. Petersburg, FL

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