Perry A. Novak, financial advisor Walnut Creek CA
93 score

Perry A. Novak

CRD Number: 1200574
Current Firm: Wells Fargo Advisors, LLC

Perry A. Novak (CRD# 1200574) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Walnut Creek, CA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Walnut Creek, CA Jun 2016 - Current < 1
Ubs Financial Services Inc. Walnut Creek, CA Apr 2009 - Jun 2016 7
Citigroup Global Markets Inc. Pleasanton, CA Aug 1983 - Apr 2009 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1983
S65 NASAA Investment Advisors Law Examination Apr 1992
Contact Info for Perry A. A. Novak
Phone Number: 314-875-3000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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