Laura Novak (CRD# 2831444) is an Investment Advisor Representative working at Weik Capital Management in Wyomissing, PA and has over 3 years of experience in the finance industry.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 6161273
Edward Jones
CRD# 5372026
Rkl Private Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Weik Capital Management | Wyomissing, PA | Mar 2021 - Current | 3 |
| Weik Capital Management | Wyomissing, PA | Feb 2021 - Mar 2021 | < 1 |
| Americu Investments / Cuna Brokerage Services, Inc. | Rome, NY | Sep 2019 - Jan 2021 | 1 |
| Americu Capital Management, LLC | Rome, NY | Oct 2015 - Dec 2020 | 5 |
| Wise Owl Properties | Cayuga, NY | Jul 2013 - Oct 2018 | 5 |
| Coastal Capital Management LLC | Skaneateles, NY | Feb 2015 - Feb 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2021 |
- PA
-
Total Assets Under Management278MILLIONS
-
Total Number of Accounts183ACCOUNTS
-
Average Account Value$1,517,182
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, PA
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