Nakeita Norman

Nakeita Norman


Nakeita Norman is a CFO for the LPL CFO Solutions team. She provides advisors with actionable insights based on financial analysis and business plans to help drive higher practice valuations.

Nakeita’s financial services career spans over 20 years, including investment banking, wealth management, and within her own consulting firm advising both small and medium-sized businesses. During that time, she served as a financial advisor to institutions, high-net-worth individuals, and the mass affluent, securing assets of more than $500 million. She brings vast industry experience and analytical, consultative, and financial acumen to assist your business.

Education Credentials:
Nakeita received a bachelor's degree in economics from Spelman College. She is FINRA Series 7 & 66 registered through LPL, and is pursuing the Certified Valuation Analyst® designation.

Nakeita was born in Memphis, Tennessee and now resides in Charlotte, North Carolina. She is an avid reader with an interest in genres from business strategy to biographies to fiction. She loves jazz music, movies, traveling, and spending time with friends and family. She also mentors and coaches businesses in a Charlotte incubator, QC Fintech.

Nakeita Norman is a LPL employee and is part of the CFO solutions program that supports multiple advisor's businesses