Kelley Coffey Pyles
Investment adviser representative at Royal Fund Management, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.6BFirm assets
Are you Kelley Coffey Pyles? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Pyles Insurance Services, LLCOct 2020 to now
- Royal Fund Management, LLCFeb 2015 to now
- Pyles Financial Services, LLCFeb 2015 to Oct 2020
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Royal Fund Management, LLC
$1.6BAssets managed
4,966Clients
83Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4259286
- Firm CRD
- 144434