TP
Tyler Price
KINGDOM FINANCIAL GROUP
Peoria, AZ 85381
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CRD#: 7634349
TP
Professional summary
Tyler Price, who also goes by Tyler Petkovich, is a registered financial advisor currently at KINGDOM FINANCIAL GROUP, LLC located in Peoria, Arizona.
Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Tyler has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tyler Petkovich
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.
Nature of Business: Life Insurance Agent for USAA Life Insurance Company, an affiliate of the firm. Business Address: One Norterra Dr., Phoenix AZ 85085 Title/Position: Life/Health agent Brief Description of Duties Performed: I am a licensed insurance agent of USAA Life Insurance Company (LifeCo), an affiliate of USAA Investment Services Company (ISCO), and perform duties for LifeCo which may include life insurance sales, annuity sales, and/or LifeCo management responsibilities in addition to my duties as a registered representative performed on behalf of ISCO. Dates Employed: 10/25/2021 to current Amount of time you devote per week or per month: 38-40 hours per week Work During Trading Hours: Yes Investment related: Yes
CRS (Client Relationship Summary) - RIA
Click below to view Tyler Price'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
June 14, 2023 - Present
KINGDOM FINANCIAL GROUP, LLC
Office #1: 14155 N. 83 Ave #144, Peoria, AZ 85381RIA
CRD#: 155676
Peoria, AZ
Past
April 25, 2023 - May 18, 2023
USAA INVESTMENT SERVICES COMPANY
RIA
CRD#: 5475
Phoenix, AZ
Past
January 16, 2023 - May 18, 2023
USAA INVESTMENT SERVICES COMPANY
BD
CRD#: 5475
Phoenix, 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(6/25/2024)
IAR
California(6/14/2023)
IAR
Idaho(6/14/2023)
IAR
Louisiana(6/14/2023)
IAR
Minnesota(6/14/2023)
IAR
New Hampshire(6/14/2023)
IAR
Texas(6/14/2023)
IAR
Washington(6/14/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/16/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
