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Kenneth Gordon Pollard is an investment advisor representative at CIBC Private Wealth Advisors, Inc. Kenneth is a registered investment advisor in California, Connecticut, Florida, Illinois, Indiana, Maryland, Texas, and Virginia. Kenneth has been in the industry for over 35 years, and has a strong track record of success. Kenneth's expertise lies in providing financial planning, portfolio management, and selection of other advisors. He is also a chartered financial analyst, and has extensive experience working with a variety of clients, including high-net-worth individuals, corporations, and institutions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Index provider
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
02/16/2023 - Present
Cibc Private Wealth Advisors, Inc. (CHICAGO IL)
NA
04/16/1987 - 01/28/1988
ELAN INVESTMENT SERVICES, INC.
NA
11/05/1982 - 10/11/1984
TRACAPCO, LTD
IA
Issued 02/11/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/1988
Series 3 - National Commodity Futures Examination
BC
Issued 06/19/1982
Series 7 - General Securities Representative Examination
Active
Inactive
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