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David Robert Kennon

Kennon Financial

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About David Robert Kennon

David Robert Kennon is a financial advisor, licensed in the state of Florida. David is currently affiliated with Kennon Financial and has been in the industry for over 20 years. David has experience with working with both high-net-worth individuals and individuals other than high-net-worth. David also has experience with First Allied Securities, Inc. and Woodbury Financial Services, Inc.

Firm Information

David Kennon is currently registered with Kennon Financial. Kennon Financial is a Sarasota, FL-based investment advisor with $245 million in regulatory assets under management. The firm provides portfolio management services for individuals and high-net-worth individuals. Kennon Financial has 699 total accounts, including 699 discretionary accounts.
Kennon Financial

1 SOUTH SCHOOL AVENUE

SARASOTA, FL 34237

$245.00M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Kennon’s Registration & Firm History

FL

05/21/2019 - Present

Kennon Financial (SARASOTA FL)

FL

08/24/2012 - 05/14/2019

FIRST ALLIED SECURITIES, INC. (SARASOTA FL)

FL

11/17/2009 - 08/29/2012

WOODBURY FINANCIAL SERVICES, INC. (SARASOTA FL)

PA

10/29/2001 - 11/18/2009

AXA ADVISORS, LLC (IRWIN PA)

NY

10/26/2001 - 10/29/2001

AXA ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 11/08/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/25/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 4 public disclosures for David Robert Kennon. Review regulatory record here.
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