Kevin Daniel George
Investment adviser representative at LPL Enterprise, LLC
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$24.9BFirm assets
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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
16 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- The Prudential Insurance Company of AmericaNov 2022 to now
- Pruco Securities LLCNov 2022 to Nov 2024
- Brian WhiteMay 2019 to Nov 2022
- Eric MagoneJul 2016 to Jan 2018
- Brent ShawMay 2014 to Jan 2021
- Northwestern Mutual Wealth Management CompanyApr 2014 to Nov 2022
- Northwestern Mutual Investment Services, LLCApr 2013 to Nov 2022
- Jeffrey GayonskiFeb 2010 to Nov 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (OH).
LPL Enterprise, LLC
$24.9BAssets managed
102,563Clients
3,116Advisers
2 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
- 5670564
- Firm CRD
- 8733