David Jerome Kenneth
Professional Summary
David Jerome Kenneth is a registered financial advisor currently at CONSOLIDATED TRADING LLC located in Chicago, Illinois and LAMBERSON CAPITAL LLC located in Chicago, Illinois. David is registered as a RR (Registered Representative) and started their career in finance in 1989. David has worked at 12 firms and has passed the Series 63, Series 57TO, SIE, Series 7, Series 3, Series 14, Series 24 and Series 27 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
34 years in the financial services industry
Current & Past Employments
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Current Firm
LAMBERSON CAPITAL LLC
Contact Information
Main Address
71 S. Wacker, Suite 2300, Chicago, IL 60606Mailing Address
71 S. Wacker, Suite 2300, Chicago, IL 60606Phone Number
(312) 360-7300Established
Illinois since 09/18/2015Firm Type
Limited Liability CompanyFiscal Year End
DecemberDocuments
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CDL, LLC | MEMBER | — |
| KENNETH, DAVID JEROME | CHIEF FINANCIAL OFFICER | 1855544 |
| LAMBERSON, COLBY DAVID | CHIEF COMPLIANCE OFFICER | — |
| LAMBERSON, COLBY DAVID | OWNER / MANAGER | — |
Disclosures
Regulatory Event
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view David Jerome Kenneth's CRS (Customer Relationship Summary).
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