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Victoria Sablan Coleman

Investment adviser representative at Your Ia, LLC
43 yearsExperience
2 statesRegistered in
$106.6MFirm assets
Under 1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

43 years in the industry.

  1. Your Ia, LLCJan 2026 to now
  2. Common Sense FinancialJan 2026 to now
  3. Dynex Group Benefits SolutionsMay 2025 to now
  4. Dynex Mortgage Solutions IncMay 2025 to now
  5. Vc ManagementDec 2021 to now
  6. Rental PropertyJan 2003 to now
  7. Church of ScientologyMar 1983 to now
  8. Warner Pacific InsuranceJul 2019 to Aug 2025
  9. Smith Orloff AssociatesAug 2015 to Nov 2017
  10. Dynamic Expansion IncJun 2015 to Dec 2021
  11. Transamerica Financial Advisors, IncJan 2012 to Jan 2026
  12. WfgiaMar 2004 to Jan 2026

Exams passed

  • Series 63 · Uniform Securities Agent State Law2004
  • Series 65 · Uniform Investment Adviser Law2007

State registrations

Registered as an investment adviser representative in 2 states (CA, FL).

Your Ia, LLC

$106.6MAssets managed
190Clients
29Advisers
Under 1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4820316
Firm CRD
338535
Advisor's SEC record (opens in a new tab)
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