Kyle J. Watkins

CF FINANCIAL

Fort Worth, TX 76102

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CRD#: 6124917

Professional summary

Kyle Joseph Watkins is a registered financial advisor currently at CF FINANCIAL located in Fort Worth, Texas.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Kyle has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Joseph Watkins's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 21, 2021 - Present

CF FINANCIAL

Office #1: 300 Throckmorton Street Suite 1900, Fort Worth, TX 76102

RIA

CRD#: 311964

Fort Worth, TX

Past

June 16, 2016 - January 22, 2021

REGAL INVESTMENT ADVISORS LLC

RIA

CRD#: 125004

Dallas, TX

Past

June 16, 2016 - November 20, 2018

REGULUS FINANCIAL GROUP, LLC

CRD#: 150631

Dallas, TX

Past

February 4, 2013 - June 17, 2016

EDWARD JONES

RIA

CRD#: 250

FT WORTH, TX

Past

November 22, 2012 - June 17, 2016

EDWARD JONES

CRD#: 250

FT WORTH, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oklahoma
(2/12/2021)

IAR

Texas
(1/21/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/7/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/21/2012

General Securities Representative Examination

Current Firm

CF FINANCIAL

CF FINANCIAL | CF FINANCIAL LLC

CRD#: 311964 / SEC#:

Oklahoma

Registered Investment Advisory firm - (2/12/2021 Approved)

Texas

Registered Investment Advisory firm - (1/21/2021 Approved)

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Contact information

Main Address

300 Throckmorton Street Suite 1900, Fort Worth, TX 76102

Mailing Address

Phone number

(817) 435-8710

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	185
AUM (Assets Under Management)	$ 49,373,247

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Kyle J. Watkins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Joseph Watkins's CRS (Customer Relationship Summary).

Certified licenses

Experience

CF FINANCIAL

REGAL INVESTMENT ADVISORS LLC

REGULUS FINANCIAL GROUP, LLC

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 12/7/2012

SIE

Date: 10/1/2018

Series 7

Date: 11/21/2012

Current Firm

CF FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CF FINANCIAL

TRUST BUT VERIFY

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