AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
WB

William C. Billings

YOUR IA | Investment Advisor Representative
Hurricane, UT
Some features on this profile are disabled
CRD#: 2220399
WB

Professional summary

William Charles Billings, who also goes by Willie Charles Billings, is a registered financial advisor currently at YOUR IA, LLC located in Hurricane, Utah and FIRST ASSET FINANCIAL INC. located in Salina, Kansas.

William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. William has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Willie Charles Billings

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 William Charles Billings'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

April 23, 2026 - Present

YOUR IA, LLC

RIA
CRD#: 338535
Hurricane, UT
Current

April 15, 2026 - Present

FIRST ASSET FINANCIAL INC.

Office #1: 110 E. Iron Ave., Salina, KS 67401
BD
CRD#: 139107
Salina, KS
Past

January 6, 2012 - March 31, 2026

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
HURRICANE, UT
Past

January 6, 2012 - March 31, 2026

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
HURRICANE, UT
Past

May 9, 2007 - January 6, 2012

INVESTMENT ADVISORS INTERNATIONAL, INC.

RIA
CRD#: 139233
HURRICANE, UT
Past

April 12, 2002 - January 6, 2012

WORLD GROUP SECURITIES, INC.

BD
CRD#: 114473
HURRICANE, UT
Past

June 6, 1994 - April 12, 2002

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA
Past

March 23, 1992 - June 6, 1994

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
PHILADELPHIA, PA

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(4/15/2026)
IAR
California
(4/24/2026)
IAR
Idaho
(4/24/2026)
IAR
Nevada
(4/24/2026)
IAR
Texas
(4/23/2026)
RR
Utah
(4/16/2026)
IAR
Utah
(4/24/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/8/2007
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/20/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 3/20/1992
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 3/27/1996
Investment Company Products/Variable Contracts Principal Examination
SRO Registrations
RR
FINRA

Current Firm

YI
YOUR IA, LLC
AOG WEALTH PARTNERS, LLC | YOUR IA, LLC

CRD#: 338535 / SEC#: 801-134511

RIA
Registered Investment Advisory firm - (11/18/2025 120-Day Approval)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
616 South 300 East, St. George, UT 84770
Mailing Address
Phone number
(800) 823-0489
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (9 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

YOUR IA LLC - FORM ADV PART 2A - 2025.11 (11/21/2025)
0

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

YOUR IA, LLC

Investment Advisor RepresentativeCRD#: 338535Hurricane, UT

TRUST BUT VERIFY

Monitor William Billings

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx
xxxxxxx

Similar Advisors

Guy David Peel
Guy PeelAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Helena, MT
Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
Estero, FL
Jeffrey Paul Meotti
Jeffrey MeottiAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
MADISON, CT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.