Kenley Varghese George

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2004 → 10/2019
  Hd Vest
  Irving, TX
• 03/2020 → 02/2022
  First Command Financial Services, Inc
  Fort Worth, TX
• 11/2019 → 02/2020
  Unemployed
  Carrollton, TX
• 03/2023 → 08/2025
  Grove Point Investments, Llc
  Rockville, MD
• 03/2023 → 08/2025
  Grove Point Advisors, Llc
  Rockville, MD
• 03/2022 → 03/2023
  Unemployed
  Carrollton, TX
• 03/2025 → 08/2025
  Cuso Financial Services
  San Diego, CA
• 03/2025 → 08/2025
  Western International Securities
  Pasadena, CA
• 03/2025 → 08/2025
  Next Financial Group
  Houston, TX
• 03/2025 → 08/2025
  Cadaret Grant & Co.
  Syracuse, NY
• 03/2025 → 08/2025
  Sorrento Pacific Financial
  San Diego, CA
• 03/2025 → 08/2025
  Scf Securities
  San Diego, CA
• 01/2026 → Present
  Lpl Financial Llc
  Austin, TX
• 09/2025 → 12/2025
  Unemployed
  Carrollton, TX

Previous Registrations

• 2023-03-15 → 2025-08-01
  Grove Point Advisors, Llc
  Rockville, MD
  Carrollton, TX
• 2020-03-26 → 2022-02-23
  First Command Advisory Services
  Fort Worth, TX

Exams

• S66 Uniform Combined State Law Examination
  2011-03-22
• S63 Uniform Securities Agent State Law Examination
  2000-07-31

Other Names

• Kenley Varghese George
• Kenley V George