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Leslie Ann Winchester

Kingdom Financial Group, LLC

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About Leslie Ann Winchester

Leslie Winchester is an Investment Advisor Representative associated with Kingdom Financial Group, LLC. Leslie has been in the financial services industry for over 27 years. Leslie has a strong track record of providing financial advice to a variety of clients. Leslie is registered with the state of Arizona and holds a Series 6, 7, 10, 63, 65, and 66 license. Leslie specializes in financial planning and investment management for individuals and families. Leslie is a licensed realtor and assists clients with home and land purchase and sales. Leslie offers educational seminars in addition to financial planning and portfolio management. In addition to the firm's main office in Peoria, AZ, Kingdom Financial Group has a branch location in Glendale, AZ.

Firm Information

Leslie Winchester is currently registered with Kingdom Financial Group, LLC. Kingdom Financial Group, LLC is an investment advisory firm based in Peoria, Arizona. The firm, also known as Fullerton Financial Planning, provides financial planning and portfolio management for individuals, families, and businesses. They also offer educational seminars and publish periodicals on financial topics. The firm manages over $294 million in assets for over 2,700 clients. They have 17 licensed agents and 8 investment advisor representatives. Their services are available through a wrap fee program.
Kingdom Financial Group, LLC

14155 N. 83 AVE #144

PEORIA, AZ 85381

$294.98M

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Leslie Winchester’s Registration & Firm History

AZ

04/01/2024 - Present

Kingdom Financial Group, LLC (PEORIA AZ)

AZ

04/14/2009 - 04/17/2013

CHARLES SCHWAB & CO., INC. (PHOENIX AZ)

IL

08/16/1996 - 02/13/2009

CHARLES SCHWAB & CO., INC. (NAPERVILLE IL)

MA

05/11/1995 - 09/27/1995

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

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Licenses & Designations

IA

Issued 11/24/2018

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 11/28/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/01/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/30/1999

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 08/30/1999

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 08/15/1996

Series 7 - General Securities Representative Examination

BC

Issued 05/10/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Leslie Ann Winchester.
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