Clay Watkins has been an investment adviser representative at LFG Wealth Partners since June 2024, and is not listed among the firm’s executive officers or direct owners. Clay Watkins holds a Bachelor of Science in Finance from Western Kentucky University.
LFG Wealth Partners, LLC is an Elizabethtown, KY firm with $191M under management, 360 clients and 7 advisers across 2 offices, as of its February 2026 filing.
Clay Watkins is Financial Advisor of Legato Financial Group, based in Louisville. He is a financial planner who helps clients create customized, actionable retirement plans. He previously worked for Hilliard Lyons.
Clay Watkins’ longest registration was 2 years at Ae Wealth Management, LLC (2022–2024). Before joining LFG Wealth Partners in 2024, Clay Watkins was registered through Ae Wealth Management, LLC and Facet Wealth, Inc.
- LFG Wealth Partners, LLCCurrent– present · 2 yearsElizabethtown, KY · Adviser representative · Firm CRD 331339
- Ae Wealth Management, LLC– · 2 yearsLouisville, KY · Adviser representative · Firm CRD 282580
- Facet Wealth, Inc– · 1 yearLouisville, KY · Adviser representative · Firm CRD 285961
- Robert W. Baird & Co. Incorporated– · under a yearLouisville, KY · Adviser representative · Firm CRD 8158
- J.J.B. Hilliard, W.L. Lyons, LLC– · 2 yearsLouisville, KY · Adviser representative · Firm CRD 453
Professional designations
Listed by LFG Wealth Partners
- CFP®
- RICP®
Investment adviser representative registrations
Clay Watkins is registered as an investment adviser representative in Kentucky, since June 2024.
- KentuckySince 27 June 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 25 July 2022 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 30 June 2017 |
| Series 7 | General Securities Representative Examination | 15 March 2017 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Clay Daniel Watkins
- CRD
- 6663418
- Firm
- LFG Wealth Partners · CRD 331339
- Office
- 2905 RING ROAD, Elizabethtown, KY 42701
- Registration
- Investment adviser registration
- In the industry since
- September 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- legatofinancial.com
Where does Clay Watkins work?
Clay Watkins is an investment adviser representative registered through LFG Wealth Partners, LLC since June 2024, and is not listed among the firm’s executive officers or direct owners.
Is Clay Watkins a financial advisor?
Yes. Clay Watkins has a current investment-adviser registration in Kentucky, through LFG Wealth Partners since June 2024.
How many years of experience does Clay Watkins have?
Clay Watkins has 9 years in the financial industry, since September 2017, across 5 adviser firms.
What exams has Clay Watkins passed?
Clay Watkins has passed 3 licensing exams: the Series 7, Series 66 and Series 7TO. The earliest, the Series 7, was passed in March 2017. FINRA credited Clay Watkins with the SIE, which began in October 2018.
Where did Clay Watkins work before LFG Wealth Partners?
Before LFG Wealth Partners, Clay Watkins was registered through Facet Wealth, Inc, August 2020 to November 2021; Robert W. Baird & Co. Incorporated, October 2019 to August 2020; J.J.B. Hilliard, W.L. Lyons, LLC, July 2017 to October 2019.
Where is Clay Watkins based?
Clay Watkins’ registered office is in Elizabethtown, KY.
Is Clay Watkins registered with FINRA?
No. Clay Watkins has no current broker registration.
Is Clay Watkins a CFP?
LFG Wealth Partners lists Clay Watkins with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Clay Watkins’ record?
Search CRD 6663418 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Clay Watkins’ full registration record.
