Kelley Coffey Pyles

Employer firm

Royal Fund Management, LLC CRD 144434

$1.56B regulatory AUM 23 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers
SUB-ADVISOR TO OTHER ADVISERS

From the firm’s Form ADV. Read the guides:

Current Employers

Royal Fund Management, Llc

1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2019-04-10
FL	RA	APPROVED	2015-02-10

TX RA
APPROVED

Since 2019-04-10
FL RA
APPROVED

Since 2015-02-10

Branch Locations

663 Kristine Way, The Villages, FL 32163 • United States

1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Royal Fund Management, Llc	The Villages	FL	02/2015	Present
Pyles Financial Services, Llc	The Villages	FL	02/2015	10/2020
Pyles Insurance Services, Llc	The Villages	FL	10/2020	Present

02/2015 → Present

Royal Fund Management, Llc

The Villages, FL
02/2015 → 10/2020

Pyles Financial Services, Llc

The Villages, FL
10/2020 → Present

Pyles Insurance Services, Llc

The Villages, FL

Other Businesses

(1) 10/2020 Pyles Insurance Services, LLC; insurance agency; The Villages, FL; investment related; Managing Member/Insurance Agent; insurance sales producer, customer service. (2) 10/2020 Pyles Financial Services, LLC; 1099 Income for Royal Fund Management; 02/2015 - 10/2020 was an insurance agency; The Villages, FL; non investment related; Managing Member

Designations

Certified Financial Planner

Other Names

Kelley Ann Coffey
Kelley C. Pyles

View on SEC IAPD