Lam T. Giang

YOUR IA | Investment Advisor Representative

Irvine, CA 92618

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CRD#: 6282550

Professional summary

Lam Thanh Giang is a registered financial advisor currently at YOUR IA, LLC located in Irvine, California and FIRST ASSET FINANCIAL INC. located in Salina, Kansas.

Lam is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Lam has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Lam Thanh Giang'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

Office #1: 15615 Alton Pkwy Ste 450, Irvine, CA 92618

RIA

CRD#: 338535

Irvine, CA

Current

April 16, 2026 - Present

FIRST ASSET FINANCIAL INC.

Office #1: 110 E. Iron Ave., Salina, KS 67401

CRD#: 139107

Salina, KS

Past

August 12, 2014 - January 30, 2026

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA

CRD#: 16164

IRVINE, CA

Past

January 1, 2014 - January 30, 2026

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

IRVINE, 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.

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

California
(3/17/2026)

California
(4/16/2026)

Idaho
(4/16/2026)

IAR

Texas
(3/17/2026)

IAR

Utah
(3/17/2026)

Utah
(4/16/2026)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/11/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/30/2013

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: 12/27/2013

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

xxxxxxx

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Advisor Monitoring

Firm Stability Insights

Lam T. Giang

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lam Thanh Giang's CRS (Customer Relationship Summary).

Certified licenses

Experience

YOUR IA, LLC

FIRST ASSET FINANCIAL INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/11/2014

Series 63

Date: 12/30/2013

SIE

Date: 10/1/2018

Series 6

Date: 12/27/2013

FINRA

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

Contact information

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