Kyle Joseph Watkins

Employer firm

Cf Financial CRD 311964

$53.8M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• ON-GOING FINANCIAL PLANNING

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 01/2021
  Regal Investment Advisors, Llc
  Kentwood, MI
• 12/2020 → Present
  Cf Financial Llc
  Fort Worth, TX

Previous Registrations

• 2016-06-16 → 2021-01-22
  Regal Investment Advisors Llc
  Dallas, TX
  Kentwood, MI
• 2013-02-04 → 2016-06-17
  Edward Jones
  Ft Worth, TX
  Ft Worth, TX
  St Louis, MO
  Ft Worth, TX
  Ft Worth, TX

Other Businesses

1) I am currently a licensed insurance agent able to solicit/sell insurance and annuity products; approximately 5 hrs per month 2) Carrington Wealth Advisors is the name I will be marketing myself under 3) Regulus Advisors, Registered Representative, approx. 800 hrs. per month

Exams

• S66 Uniform Combined State Law Examination
  2012-12-07

Designations

• Certified Financial Planner