Kenley Varghese George
Investment adviser representative at LPL Financial LLC
22 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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
- Seminars and workshops
Experience
22 years in the industry.
- LPL Financial LLCJan 2026 to now
- UnemployedSep 2025 to Dec 2025
- Cadaret Grant & Co.Mar 2025 to Aug 2025
- Cuso Financial ServicesMar 2025 to Aug 2025
- Next Financial GroupMar 2025 to Aug 2025
- Scf SecuritiesMar 2025 to Aug 2025
- Sorrento Pacific FinancialMar 2025 to Aug 2025
- Western International SecuritiesMar 2025 to Aug 2025
- Grove Point Advisors, LLCMar 2023 to Aug 2025
- Grove Point Investments, LLCMar 2023 to Aug 2025
- UnemployedMar 2022 to Mar 2023
- First Command Financial Services, IncMar 2020 to Feb 2022
- UnemployedNov 2019 to Feb 2020
- Hd VestMar 2004 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 4184059
- Firm CRD
- 6413