Are you considering working with David Kennon and Kennon Financial?
David possesses two specialized accreditations:
- He is a Certified Wealth Strategist professional. (CWS)
- He is an Accredited National Social Security Advisor. (NSSA)
He is a graduate of the Pennsylvania State University.
David has been an investment manager since 2001.
David currently manages over $140,000,000 in assets for his advisory clients.
David is licensed in 20 states.
David has passed three securities exams:
- Series 66 – Uniform Combined State Law Examination
- SIE- Securities Industry Essentials Examination
- Series 7 – General Securities Representative Examination
Federal Regulatory Actions: None
State Regulatory Actions: None
Employment Terminations: None
Civil Proceedings: None
Criminal Charges: None
Customer Complaints: David Kennon’s records show a single customer complaint.
The arbitration was settled in order to get rid of this baseless complaint, saving time and money for everyone involved.
David strongly disagrees with, and strongly denies, claimant’s allegations. Claimant was fully aware of, and understood, any and all risks associated with her investments. David was surprised and disheartened to learn she had made these allegations. Overall, her investments were properly diversified and have performed well. David did not misrepresent any facts to this client. The overall portfolio had a positive investment return.
Any other questions? Ask us.