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Chad M. Tacia

YOUR IA
Floresville, TX
Some features on this profile are disabled
CRD#: 5144699
CT

Professional summary


Chad Michael Tacia, who also goes by Chad Micheal Tacia, Chad Tacia, is a registered financial advisor currently at YOUR IA, LLC located in Floresville, Texas.

Chad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Chad has worked at 5 firms and has passed the Series 63, Series 65, Series 66, SIE, Series 6, Series 7 and Series 26 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Chad Micheal Tacia | Chad Tacia

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 Chad Michael Tacia'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

December 11, 2025 - Present

YOUR IA, LLC

RIA
CRD#: 338535
Floresville, TX
Past

May 23, 2015 - July 11, 2024

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
San Antonio, TX
Past

April 13, 2015 - July 11, 2024

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
San Antonio, TX
Past

November 26, 2008 - May 18, 2009

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
LYNNWOOD, WA
Past

May 2, 2008 - December 8, 2008

INVESTMENT ADVISORS INTERNATIONAL, INC.

RIA
CRD#: 139233
OAK HARBOR, WA
Past

December 5, 2006 - December 8, 2008

WORLD GROUP SECURITIES, INC.

BD
CRD#: 114473
OAK HARBOR, WA

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
Texas
(12/11/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 8/1/2015
Uniform Securities Agent State Law Examination
State Security Law Exam
State Security Law Exam
RR
IAR
Series 66
Date: 4/24/2008
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

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)


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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#: 338535Floresville, TX

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