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Kevin G

CFP®, Series 66

West Chester, OH

LPL Enterprise

Kevin George is a CFP® professional affiliated with LPL Enterprise, bringing 13 years of industry experience. He has previously worked with firms including The Prudential Insurance Company of America and Northwestern Mutual Wealth Management Company. Kevin is also an author with activities outside of his advisory role. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory, and brokerage services. The firm utilizes a platform that integrates advisory programs with insurance products and partnerships with third-party asset managers.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Amy F

Series 66

West Chester, OH

LPL Enterprise

Amy Fullenkamp is a financial advisor at LPL Enterprise with 10 years of industry experience. She holds a Series 66 designation and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. In addition to her advisory role, she has served in the Ohio Army National Guard since 1998. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and a variety of brokerage and insurance products, utilizing an integrated platform that combines advisory services with financial product sales.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Fred D

Series 63, Series 65

West Chester, OH

LPL Enterprise

Fred Darlington is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds the Series 63 and Series 65 credentials and has previous experience at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is a notary and holds a health insurance/Medicare license. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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