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GF

Gary R. Fielding

YOUR IA
St. George, UT
Some features on this profile are disabled
CRD#: 3010142
GF
Gary R FieldingYOUR IA

Professional summary

Gary R Fielding, who also goes by Gary R Fielding, Gary Roy Fielding, is a registered financial advisor currently at YOUR IA, LLC located in St. George, Utah and FIRST ASSET FINANCIAL INC. located in Salina, Kansas.

Gary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Gary has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Aliases

Gary R Fielding | Gary Roy Fielding

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.
Walmart | Not Investment Related | 125 N Highway 91, Hurricane, Ut 84737 | Retail store | Operations Manager | Employee | May 17, 1999 | 40 hours devoted each week or month and 28 devoted during trading hours | Logistics Management. Vizion Management | Not Investment Related | 1173 S. 2910 E., St George, Ut 84790 | Rental Properties | Manager | Owner | April 1, 2013 | 5 hours devoted each week or month and zero devoted during trading hours | Landlord. Maverick Overhead Doors | Not Investment Related | 5947 West Nebo Lane Suite 2, Hurricane UT 84737 | Garage Door Sales and Service | Manager | Owner and Managing Member | January 1, 2024 | 5 hours devoted each week or month and zero devoted during trading hours | Recap of garage door sales and service calls. Common Sense Financial | Investment Related | address | Insurance Agency | Insurance Agent | 1099 Contractor | date | 30 hours per month | 20 hours during securities trading hours | Insurance sales.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary R Fielding'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

March 17, 2026 - Present

YOUR IA, LLC

RIA
CRD#: 338535
St. George, UT
Current

July 21, 2026 - Present

FIRST ASSET FINANCIAL INC.

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

November 26, 2018 - January 22, 2026

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
HURRICANE, UT
Past

January 18, 2013 - January 22, 2026

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
HURRICANE, UT
Past

February 25, 1998 - October 25, 2000

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA

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
(5/6/2026)
RR
Arizona
(7/21/2026)
RR
California
(7/21/2026)
RR
Nevada
(7/21/2026)
IAR
Utah
(3/17/2026)
RR
Utah
(7/21/2026)
RR
Washington
(7/21/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/15/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/11/2013
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: 1/17/2013
Investment Company Products/Variable Contracts Representative 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)
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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)

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

CRD#: 338535St. George, UT

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