Steven
Fullerton

Kingdom Financial Group, LLC

CRD#5753285
Investment Advisor
in Peoria, AZ

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About this Advisor

Steven Fullerton is a financial advisor who works out of Peoria, Arizona who has 12 years of relevant experience. Fullerton works at Kingdom Financial Group, LLC. Over the course of their career, Fullerton has held roles at Kingdom Financial Group, LLC and Fullerton Financial Planning. Fullerton holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to serve investors in Arizona and Texas. Kingdom Financial Group, LLC is a business operating out of Peoria, AZ. It has a total of 26 employees. It oversees $220 million in assets under management between its 2,456 customer accounts, making it one of the mid-sized firms in the United States by assets under management. The advisory firm performs a wide range of services, including financial planning services, portfolio management for individuals and small businesses, publication of newsletters and educational seminars. Fees charged by financial advisors depend on which service is provided. However, fees charged by Kingdom Financial Group, LLC most likely consist of some combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

14155 N. 83 Ave #144
Peoria, AZ 85381

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Kingdom Financial Group, LLC Brokerage Details

Total Assets Under Management

$219,768,440

AZ Average: $1,555,372,352
Total Number of Employees

26

AZ Average: 37
Total Number of Accounts

2,456

AZ Average: 1,370
Average Account Size

$89,482

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Steven Fullerton Work History

Steven has been registered as a financial advisor for 12 years.*

2011 - Present (13 years)

Fullerton Financial Planning

2010 - Present (14 years)

Kingdom Financial Group, LLC

*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 Steven 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

Dallas Fox
Peoria, AZ
Zachary Tobey
Peoria, AZ
Romney Harker
Peoria, AZ
Steven Fullerton
Peoria, AZ
Nathan Faldmo
Peoria, AZ
Stephanie Fullerton
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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