Christopher Felton has been an investment adviser representative at Your Ia since November 2025, and is not listed among the firm’s executive officers or direct owners.
Your Ia, LLC is a St. George, UT firm with $107M under management, 190 clients and 15 advisers across 20 offices, as of its August 2026 filing.
Christopher Felton’s longest registration was 11 years at Transamerica Financial Advisors, Inc. (2012–2023). Before joining Your Ia in 2025, Christopher Felton was registered through Summit Global Investments, LLC and Transamerica Financial Advisors, Inc.
- Your Ia, LLCCurrent– present · under a yearPalm Beach Gardens, FL · Adviser representative · Firm CRD 338535
- Summit Global Investments, LLC– · 1 yearEnglewood, CO · Adviser representative · Firm CRD 157091
- Transamerica Financial Advisors, Inc.– · 11 yearsEnglewood, CO · Adviser representative · Firm CRD 16164
- Investment Advisors International, Inc.– · 5 yearsCentennial, CO · Adviser representative · Firm CRD 139233
- Intersecurities, Inc.– · 1 yearDenver, CO · Adviser representative · Firm CRD 16164
Investment adviser representative registrations
Christopher Felton is registered as an investment adviser representative in 6 states. The first approvals date from November 2025; the most recent is Arizona, in July 2026.
- ArizonaSince 30 July 2026
- ColoradoSince 24 November 2025
- FloridaSince 11 December 2025
- New YorkSince 27 July 2026
- TexasSince 24 November 2025
- UtahSince 24 November 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 22 April 2005 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 28 June 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 May 1999 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 3 May 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Christopher Lee Felton
- CRD
- 3222050
- Firm
- Your Ia · CRD 338535
- Office
- Palm Beach Gardens, FL
- Registration
- Investment adviser and broker registrations
- In the industry since
- July 1999
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Christopher Felton work?
Christopher Felton is an investment adviser representative registered through Your Ia, LLC since November 2025, and is not listed among the firm’s executive officers or direct owners.
Is Christopher Felton a financial advisor?
Yes. Christopher Felton has a current investment-adviser registration in Arizona, Colorado, Florida, New York, Texas and Utah, through Your Ia since November 2025.
How many years of experience does Christopher Felton have?
Christopher Felton has 27 years in the financial industry, since July 1999, across 4 adviser firms.
What exams has Christopher Felton passed?
Christopher Felton has passed 4 licensing exams: the Series 6, Series 63, Series 26 and Series 65. The earliest, the Series 6, was passed in May 1999. FINRA credited Christopher Felton with the SIE, which began in October 2018.
Where did Christopher Felton work before Your Ia?
Before Your Ia, Christopher Felton was registered through Summit Global Investments, LLC, September 2023 to September 2025; Transamerica Financial Advisors, Inc., January 2012 to September 2023; Investment Advisors International, Inc., July 2006 to January 2012; Intersecurities, Inc., June 2005 to August 2006.
Where is Christopher Felton based?
Christopher Felton’s registered office is in Palm Beach Gardens, FL.
Is Christopher Felton registered with FINRA?
Yes. Christopher Felton has a current broker registration, under CRD 3222050.
Source: FINRA BrokerCheck
How can I verify Christopher Felton’s record?
Search CRD 3222050 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Christopher Felton’s full registration record.