linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Clay Daniel Watkins

LFG Wealth Partners, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Clay? Claim Your Profile

About Clay Daniel Watkins

Clay Watkins is an Investment Advisor Representative with LFG Wealth Partners, LLC. Clay's practice focuses on providing financial advice to individuals and businesses. Clay has a Series 7, Series 66, and SIE licenses. Clay is also a Certified Financial Planner. Clay has over 7 years of experience in the financial services industry. Clay previously worked for Robert W. Baird & Co. Incorporated and J.J.B. Hilliard, W.L. Lyons, LLC. Clay is committed to providing personalized financial advice to help clients achieve their financial goals.

Firm Information

Clay Watkins is currently registered with LFG Wealth Partners, LLC. LFG Wealth Partners, LLC is an investment advisor based in ELIZABETHTOWN, KY. The firm manages approximately $101,397,143 in assets and has 5 licensed agents and 5 investment advisor representatives. The firm provides advisory services in the areas of portfolio management for businesses, portfolio management for individuals, and pension consulting. LFG Wealth Partners, LLC offers a wrap fee program and serves high-net-worth individuals and individuals other than high-net-worth.
LFG Wealth Partners, LLC

2905 RING ROAD

ELIZABETHTOWN, KY 42701

$101.40M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Clay Watkins’s Registration & Firm History

KY

06/27/2024 - Present

LFG Wealth Partners, LLC (ELIZABETHTOWN KY)

KY

10/18/2019 - 08/28/2020

ROBERT W. BAIRD & CO. INCORPORATED (LOUISVILLE KY)

KY

03/15/2017 - 10/18/2019

J.J.B. HILLIARD, W.L. LYONS, LLC (LOUISVILLE KY)

Not sure if Clay Daniel Watkins is right for you?

Licenses & Designations

BOTH

Issued 06/30/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/25/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/15/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Clay Daniel Watkins.
Not sure if Clay Daniel Watkins is right for you?