Novak & Powell Financial Services, Inc.

Novak & Powell Financial Services, Inc. (CRD# 112970) is a financial advisory firm headquartered in Saint Petersburg, FL. They manage $296,486,479 in 1,018 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    296
    MILLION
  • Total Number of Accounts
    1,018
    ACCOUNTS
  • Average Account Value
    $291,244
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IN, MA, MO, NC, NY, PA, RI, TX, VA, WV

Financial Advisors at Novak & Powell Financial Services, Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Janet J. Bullard
CRD#: 2641367
146 Second St N, Suite 306, Saint Petersburg, FL 33701

Janet Bullard (CRD# 2641367) is an Investment Advisor Representative working at Novak & Powell Financial Services, Inc. in Saint Petersburg, FL and has over 27 years of experience in the finance industry.

2
Terry R. Carr
CRD#: 2218799
14385 Walsingham Road, Largo, FL 33774

Terry Carr (CRD# 2218799) is an Investment Advisor Representative working at Novak & Powell Financial Services, Inc. in Largo, FL and has over 30 years of experience in the finance industry.

3
Samuel D. Cornell
CRD#: 1790408
5151 E Broadway, Suite 1600, Tucson, AZ 85711

Samuel Cornell (CRD# 1790408) is an Investment Advisor Representative working at Novak & Powell Financial Services, Inc. in Tucson, AZ and has over 34 years of experience in the finance industry.

4
Gregg S. Ducatte
CRD#: 704757
14385 Walsingham Road, Largo, FL 33774

Gregg Ducatte (CRD# 704757) is an Investment Advisor Representative working at Novak & Powell Financial Services, Inc. in Largo, FL and has over 29 years of experience in the finance industry.

5
Eric Q. Giesler
CRD#: 2786614
146 Second St N, Suite 306, Saint Petersburg, FL 33701

Eric Giesler (CRD# 2786614) is an Investment Advisor Representative working at Novak & Powell Financial Services, Inc. in Saint Petersburg, FL and has over 18 years of experience in the finance industry.

6
Robert R. Kirby
CRD#: 1302206
146 Second St N, Suite 306, Saint Petersburg, FL 33701

Robert Kirby (CRD# 1302206) is an Investment Advisor Representative working at Novak & Powell Financial Services, Inc. in Saint Petersburg, FL and has over 30 years of experience in the finance industry.

7
David W. Novak
CRD#: 2811131
146 Second St N, Suite 306, Saint Petersburg, FL 33701

David Novak (CRD# 2811131) is an Investment Advisor Representative working at Novak & Powell Financial Services, Inc. in Saint Petersburg, FL and has over 22 years of experience in the finance industry.

8
Joshua D. Powell
CRD#: 4225150
146 Second St N, Suite 306, Saint Petersburg, FL 33701

Joshua Powell (CRD# 4225150) is an Investment Advisor Representative working at Novak & Powell Financial Services, Inc. in Saint Petersburg, FL and has over 22 years of experience in the finance industry.

9
Vincent E. Sobocinski
CRD#: 7191715
146 Second St N, Suite 306, Saint Petersburg, FL 33701

Vincent Sobocinski (CRD# 7191715) is an Investment Advisor Representative working at Novak & Powell Financial Services, Inc. in Saint Petersburg, FL and has 1 year of experience in the finance industry.

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