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WB

William C. Billings

YOUR IA | Investment Advisor Representative
Hurricane, UT
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CRD#: 2220399
WB
William Charles BillingsYOUR IA

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 Hurricane, Utah.

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.

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.
Billings Financial Group | Investment Related | 1398 S. 160 W. Hurricane, UT 84737 | Pass Through Entity | Owner | February 1988 | 1 Hour per month | Zero hours per month during securities trading hours | taxes and banking for my personal business name. Billings Rentals | Not Investment Related | 1398 S. 160 W. Hurricane, UT 84737 | Rental Property | Owner | July 2018 | 1 Hour per month | 1 hour per month during securities trading hours | My wife will take care of the day to day rental part. I will fix or repair the home as needed. First Asset Financial | Investment Related | 52 S 850 W Suite 103A, Hurricane, UT 84737 | Broker-Dealer | Registered Representative | Apr 2026 | 40 Hour per month | 40 hour per month during securities trading hours | Variable Annuities and Life Insurance.

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: 52 S 850 W Ste 103a, Hurricane, UT 84737
BD
CRD#: 139107
Hurricane, UT
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

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".
YI
YOUR IA, LLC
ABACUS PRIVATE WEALTH | YOUR IA, LLC | STRONG FORTRESS FINANCIAL & WEALTH MANAGEMENT | BARRETT WEALTH GROUP | AOG WEALTH PARTNERS, LLC

CRD#: 338535 / SEC#: 801-134511

RIA
Registered Investment Advisory firm - (11/18/2025 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.
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

IAR
Arizona
(5/12/2026)
RR
Arizona
(5/18/2026)
RR
California
(4/15/2026)
IAR
California
(4/24/2026)
IAR
Idaho
(4/24/2026)
RR
Idaho
(5/12/2026)
IAR
Nevada
(4/24/2026)
RR
Nevada
(6/5/2026)
IAR
Texas
(4/23/2026)
RR
Utah
(4/16/2026)
IAR
Utah
(4/24/2026)

Exams


What does exam status mean?
State Security Law Exam
IAR
Series 65
Status Unavailable
Passed: 5/8/2007
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Status Unavailable
Passed: 3/20/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Status Unavailable
Passed: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 26
Status Unavailable
Passed: 3/27/1996
Investment Company Products/Variable Contracts Principal Examination
SRO Registrations
RR
FINRA

Current Firm


YI
YOUR IA, LLC
ABACUS PRIVATE WEALTH | YOUR IA, LLC | STRONG FORTRESS FINANCIAL & WEALTH MANAGEMENT | BARRETT WEALTH GROUP | AOG WEALTH PARTNERS, LLC

CRD#: 338535 / SEC#: 801-134511

RIA
Registered Investment Advisory firm - (11/18/2025 Approved)
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Contact information


Main Address
620 South 400 East, St. George, UT 84770
Mailing Address
Phone number
(800) 823-0489
Established
Firm type
Fiscal year end
# of Employees
19

SEC notice filing (19 States and Territories)


Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

YOUR IA LLC - FORM ADV - PART 2A - 2026.03.15 (3/17/2026)

Regulatory assets under management


Total Number of Accounts272
AUM (Assets Under Management)$ 106,633,240

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

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Contact information


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

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