JB
Joshua P. Becker
KINGDOM FINANCIAL GROUP
Peoria, AZ 85381
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CRD#: 5863741
JB
Professional summary
Joshua Paul Becker is a registered financial advisor currently at KINGDOM FINANCIAL GROUP, LLC located in Peoria, Arizona.
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Joshua has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
I am the owner and Director/Managing Partner of the Two Nine Group / Impele Holdings LLC, an investment company based in Phoenix, Arizona that acquires or establishes private, closely-held companies in Southern and Eastern Africa for the purpose of long-term capital appreciation. My role as a Managing Partner is to oversee the senior management team and generally set the strategic direction of the group.
Fullerton Financial Planning; investment related: Yes; Location of the business: 14155 N 83rd Ave Suite 144, Peoria AZ 85381; Description of the business: Financial Planning Firm; Position Title: Financial Advisor & Licensed Insurance Agent; Responsibilities Duties: Present financial planning and strategies; Start date with business: 2019-02-18; Hours devoted to business during trading hours: 20; Hours devoted to business outside trading hours: 20; Percentage of total yearly compensation expected to be derived from the business: 50.
CRS (Client Relationship Summary) - RIA
Click below to view Joshua Paul Becker's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 12, 2023 - Present
KINGDOM FINANCIAL GROUP, LLC
Office #1: 14155 N. 83 Ave #144, Peoria, AZ 85381RIA
CRD#: 155676
Peoria, AZ
Past
March 18, 2019 - November 16, 2021
KINGDOM FINANCIAL GROUP, LLC
RIA
CRD#: 155676
PEORIA, AZ
Past
January 26, 2011 - March 24, 2016
KINGDOM FINANCIAL GROUP, LLC
RIA
CRD#: 155676
PEORIA, AZ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KF
KINGDOM FINANCIAL GROUP, LLC
KINGDOM FINANCIAL GROUP, LLC
CRD#: 155676 / SEC#: 801-113161
RIA
Registered Investment Advisory firm - (7/2/2018 Approved)Arizona
Registered Investment Advisory firm - (7/5/2018 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arizona(11/27/2023)
IAR
California(10/12/2023)
IAR
Idaho(10/13/2023)
IAR
Louisiana(1/10/2024)
IAR
Minnesota(11/28/2023)
IAR
New Hampshire(12/1/2023)
IAR
Texas(10/12/2023)
IAR
Washington(11/28/2023)
Current Firm
KF
KINGDOM FINANCIAL GROUP, LLC
KINGDOM FINANCIAL GROUP, LLC
CRD#: 155676 / SEC#: 801-113161
RIA
Registered Investment Advisory firm - (7/2/2018 Approved)Arizona
Registered Investment Advisory firm - (7/5/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
14155 N. 83 Ave #144, Peoria, AZ 85381
Mailing Address
Phone number
(623) 974-0300
Established
Firm type
Fiscal year end
# of Employees
40
SEC notice filing (14 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,954 |
| AUM (Assets Under Management) | $ 340,595,756 |
Red Flags
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