Professional Background Kevin Pollard is a CFO for the LPL CFO Solutions team. He provides advisors with actionable insights based on financial analysis and business plans to help drive higher practice valuations. Kevin has over ten years of experience in the financial services industry. Prior to joining LPL in 2016, he spent five years at an RIA serving select families and institutions. During his time at the RIA, he was the head trader and supported multiple initiatives that created efficiencies at the firm, including the implementation of a CRM and portfolio rebalancing software. Kevin also held various roles at Bank of America serving the Columbia Management Separate Account platform.
Education and Licensing Kevin received a bachelor's degree in business administration, with a focus on finance, from the University of North Carolina at Charlotte. He is a Certified Valuation Analyst® and is FINRA Series 65 registered through LPL.
Personal Information Kevin resides in Fort Mill, South Carolina, with his wife and two children.
Kevin is an LPL employee and is part of the CFO solutions program that support multiple advisor's businesses