Charles Swope
Investment adviser representative at Your Ia, LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Your Ia, LLCAug 2026 to now
- Swope & Thayer Financial PartnersAug 2026 to now
- Swope Financial PartnersFeb 2023 to Aug 2026
- RandstandMay 2016 to Mar 2021
- Pfs Investments Inc.Sep 2015 to Aug 2026
- Primerica Financial ServicesSep 2014 to Aug 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 6435595
- Firm CRD
- 338535