Victoria S. Coleman

YOUR IA

Clearwater, FL 33755

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CRD#: 4820316

Professional summary

Victoria Sablan Coleman, who also goes by VIckie Coleman, is a registered financial advisor currently at YOUR IA, LLC located in Clearwater, Florida.

Victoria is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Victoria has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Vickie Coleman

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 Victoria Sablan Coleman'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

January 12, 2026 - Present

YOUR IA, LLC

Office #1: 601 Cleveland St, Suite 501-18, Clearwater, FL 33755

RIA

CRD#: 338535

Clearwater, FL

Past

January 6, 2012 - August 29, 2025

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA

CRD#: 16164

Clearwater, FL

Past

January 6, 2012 - August 29, 2025

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

Clearwater, FL

Past

December 6, 2007 - January 6, 2012

INVESTMENT ADVISORS INTERNATIONAL, INC.

RIA

CRD#: 139233

BURBANK, CA

Past

October 13, 2004 - January 6, 2012

WORLD GROUP SECURITIES, INC.

CRD#: 114473

BURBANK, CA

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

California
(1/12/2026)

IAR

Florida
(2/3/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/14/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/20/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 10/11/2004

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 11/16/2004

Investment Company Products/Variable Contracts Principal Examination

Current Firm

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

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)

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.

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Firm Stability Insights

Victoria S. Coleman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Victoria Sablan Coleman's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

INVESTMENT ADVISORS INTERNATIONAL, INC.

WORLD GROUP SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/14/2007

Series 63

Date: 10/20/2004

SIE

Date: 10/1/2018

Series 6

Date: 10/11/2004

Series 26

Date: 11/16/2004

Current Firm

YOUR IA, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

YOUR IA, LLC

TRUST BUT VERIFY

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