Lanark Financial
47yrs
Top advisor by experience in Tallahassee
33yrs
Robert Kenon
Financial advisor at Cambridge Investment Research Advisors
Robert Kenon has worked in the financial industry for 33 years and is a fiduciary financial advisor based in Tallahassee, Florida. After six years at Next Financial Group and a year at ELE Advisory Services, Robert joined Cambridge Investment Research Advisors in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Robert holds the CFP® designation.
One of 234 advisors with offices in Tallahassee, and one of 211 fiduciaries.
At a glance
Experience33 years (since 1994)
How that compares ?Top 12% by experience in Tallahassee
Office630 West Brevard St., Tallahassee, FL 32304
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$378,281
Advisors at the firm3,917
States licensed ?2 states
Services through Cambridge Investment Research Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Oct 2024 – nowCambridge Investment Research Advisors, Inc.Current firm
- 2018 – 2024Next Financial Group, Inc.Previously
- Jan 2018 – Jul 2018ELE Advisory Services, Inc.Previously
- 2009 – 2017SII Investments, Inc.Previously
- Dec 2007 – Feb 2009Securities America Advisors, Inc.Previously
- 2005 – 2007Investors Capital Corp.Previously
- Jan 2003 – Dec 2004Eastern Point Advisors Inc.Previously
- 1994 – 2002Transamerica Financial Advisors, LLCPreviously
Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call Cambridge Investment Research Advisors at 641-472-5100 and ask for Robert Kenon. Robert works from the Tallahassee, FL office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1994, about 33 years. Top 12% by experience in Tallahassee.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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