Steven David Fullerton
Investment adviser representative at Kingdom Financial Group, LLC
16 yearsExperience
2 statesRegistered 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
16 years in the industry.
- Fullerton Financial PlanningJan 2011 to now
- Kingdom Financial Group, LLCNov 2010 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
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
- 5753285
- Firm CRD
- 155676