CH
Casey S. Hales
YOUR IA
St. George, UT
CRD#: 8170350
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CH
Casey Scott HalesYOUR IA
Professional summary
Casey Scott Hales is a registered financial advisor currently at YOUR IA, LLC located in St. George, Utah.
Casey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Casey has worked at 1 firm and has passed the Series 65 and SIE exams.
At a Glance
Always Fiduciary
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.
CRS (Client Relationship Summary) - RIA
Click below to view Casey Scott Hales's 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®
NoneExperience
Current
November 19, 2025 - Present
YOUR IA, LLC
RIA
CRD#: 338535
St. George, UT
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
Utah(11/19/2025)
Exams
State Security Law Exam
General Industry/Product 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)Loading...
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)
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
