Stephanie
Fullerton
Kingdom Financial Group, LLC
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About this Advisor
Stephanie Fullerton is a financial advisor who works in Peoria, Arizona with a total of 5 years of relevant experience. Fullerton is currently employed by Kingdom Financial Group, LLC. During their career, Fullerton has held roles at Fullerton Financial Planning and Kingdom Financial Group LLC. Fullerton maintains a Series 65 license, designating them as an investment advisor representative, and is approved to advise clients in Arizona and Texas. Kingdom Financial Group, LLC is an advisory firm that has its headquarters in Peoria, AZ. The investment advisory business has a total of 26 financial advisors. It manages $220 million in total assets across its 2,456 customer accounts, making it one of the mid-sized firms in the United States by assets under management. The company has a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, publication of newsletters and educational seminars. Financial management fee schedules vary depending on which services the firm provides the client. However, fee types billed by Kingdom Financial Group, LLC most likely are comprised of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kingdom Financial Group, LLC Brokerage Details
$219,768,440
26
2,456
$89,482
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Stephanie Fullerton Work History
Stephanie has been registered as a financial advisor for 5 years.*
Kingdom Financial Group LLC
Fullerton Financial Planning
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Stephanie Fullerton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kingdom Financial Group, LLC
Tempe, AZ
Peoria, AZ
Peoria, AZ
Peoria, AZ
Peoria, AZ
Peoria, AZ
Peoria, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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