Leslie Ann Winchester
Investment adviser representative at Kingdom Financial Group, LLC
10 yearsExperience
1 stateRegistered in
$520.9MFirm assets
8 yearsFirm in business
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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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Kingdom Financial Group, LLCFeb 2024 to now
- Fullerton Financial PlanningFeb 2024 to now
- Foundations Investment Advisors, LLCJul 2023 to Jan 2024
- Asset Preservation Wealth & TaxJun 2023 to Jan 2024
- Barros PizzaNov 2021 to May 2023
- Kingdom Financial GroupJul 2019 to Aug 2021
- Delex RealtyAug 2016 to Feb 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2005
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Kingdom Financial Group, LLC
$520.9MAssets managed
1,810Clients
14Advisers
8 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
- 2611753
- Firm CRD
- 155676