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Casey Scott Hales

Investment Adviser Representative at YOUR IA, LLC

St. George, UTCRD #8170350Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
2

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Casey Scott Hales is an investment adviser representative with YOUR IA, LLC in St. George, UT, where they have been registered since 2025, the year they entered the securities industry. They have passed 2 industry qualification exams, including the Series 65 (investment adviser). They are registered to provide investment advice in Utah.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Utah

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/8/2025
SIE
Securities Industry Essentials Examination
Passed 8/8/2025

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

YOUR IA, LLCCurrent
11/19/2025 – St. George, UT

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Common Sense Financial
    Aug 2025 – Oct 2025St. George, UT
  2. World Financial Group
    Mar 2023 – Aug 2025St. George, UT
  3. Platinum Awning of UT
    Oct 2018 – Dec 2025St. George, UT
  4. Platinum Fence Co.
    Oct 2018 – Jun 2025West Jordan, UT
  5. Pinnacle Landscape and Maintenance
    Apr 2005 – Oct 2018St. George, UT
  6. Experior Financial Group
    Oct 2025 – no end date reportedCheektowaga, NY
  7. Your IA
    Aug 2025 – no end date reportedSt. George, UT

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About YOUR IA, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Estimated blended rate
0.024

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Investment management and financial planning services

Financial PlanningPortfolio Management for Individuals and Small Businesses
Firm areas of expertise
Investment ManagementFinancial PlanningWealth ManagementPersonalized Strategies

Client types the firm serves

IndividualsHigh Net WorthCorporations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
25
Offices listed on AdvisorFinder:
1
Main office:
St. George, UT
SEC file number:
801-134511

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 11, 2026

View full firm profile

Other advisors at YOUR IA, LLC

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View YOUR IA, LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Casey Scott Hales has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Casey Scott Hales (YOUR IA) - Fees, Credentials & Background