Kyle Watkins, financial advisor Kentwood MI
90 score

Kyle Watkins

CRD Number: 6124917
Current Firm: Regal Investment Advisors LLC

Kyle Watkins (CRD# 6124917) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Regal Investment Advisors, LLC Kentwood, MI Jun 2016 - Current < 1
Regulus Advisors, LLC Kentwood, MI Jun 2016 - Current < 1
Edward Jones St Louis, MO Oct 2012 - Current 4
Jackfork Land, Inc. Oklahoma City, OK May 2012 - Oct 2012 < 1
Princeton Independent School District Princeton, TX Aug 2009 - May 2012 2
Woodforest National Bank Fort Worth, TX Apr 2008 - Jul 2009 1
Charleston's Restaurant Norman, OK Aug 2005 - Apr 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Kyle J. Watkins
Phone Number: 616-224-2204
Firm Website: http://www.regalfin.com
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    897
    MILLIONS
  • Total Number of Accounts
    8,517
    ACCOUNTS
  • Average Account Value
    $105,305
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KS, KY, LA, MD, MI, MN, MO, MS, NC, NE, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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