Christopher L. Felton
Professional summary
Christopher Lee Felton, who also goes by Christopher Felton, is a registered financial advisor currently at YOUR IA, LLC located in Palm Beach Gardens, Florida.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Christopher has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Lee Felton's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 24, 2025 - Present
YOUR IA, LLC
November 27, 2023 - September 25, 2025
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
September 11, 2023 - September 10, 2025
SUMMIT GLOBAL INVESTMENTS, LLC
January 6, 2012 - September 11, 2023
TRANSAMERICA FINANCIAL ADVISORS, LLC
January 6, 2012 - September 11, 2023
TRANSAMERICA FINANCIAL ADVISORS, LLC
July 8, 2006 - January 6, 2012
INVESTMENT ADVISORS INTERNATIONAL, INC.
June 3, 2005 - August 23, 2006
TRANSAMERICA FINANCIAL ADVISORS, LLC
April 12, 2002 - January 6, 2012
WORLD GROUP SECURITIES, INC.
May 4, 1999 - April 12, 2002
WMA SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/24/2025)
(12/11/2025)
(11/24/2025)
(11/24/2025)
Exams
Current Firm
YOUR IA, LLC
CRD#: 338535 / SEC#: 801-134511
Contact information
SEC notice filing (9 States and Territories)
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.
