Novak & Powell Financial Services, Inc.

Novak & Powell Financial Services, Inc. (CRD# 112970) is a financial advisory firm headquartered in Saint Petersburg, FL. They manage $305,936,638 in 1,043 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
146 Second St N, Suite 310, Saint Petersburg, FL 33701
http://www.novakpowell.com
By the Numbers
  • Total Assets Under Management
    306
    MILLION
  • Total Number of Accounts
    1,043
    ACCOUNTS
  • Average Account Value
    $293,324
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Novak & Powell Financial Services, Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Janet Bullard, financial advisor Saint Petersburg FL
Janet J. Bullard
CRD#: 2641367
146 Second St N, Suite 310, 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 28 years of experience in the finance industry.

2
Terry Carr, financial advisor Saint Petersburg FL
Terry R. Carr
CRD#: 2218799
146 Second St N, Suite 310, Saint Petersburg, FL 33701

Terry Carr (CRD# 2218799) is an Investment Advisor Representative working at Novak & Powell Financial Services, Inc. in Saint Petersburg, FL and has over 32 years of experience in the finance industry.

3
Samuel Cornell, financial advisor Tucson AZ
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 36 years of experience in the finance industry.

4
Gregg Ducatte, financial advisor Saint Petersburg FL
Gregg S. Ducatte
CRD#: 704757
146 Second St N, Suite 310, Saint Petersburg, FL 33701

Gregg Ducatte (CRD# 704757) is an Investment Advisor Representative working at Novak & Powell Financial Services, Inc. in Saint Petersburg, FL and has over 31 years of experience in the finance industry.

5
Eric Giesler, financial advisor Saint Petersburg FL
Eric Q. Giesler
CRD#: 2786614
146 Second St N, Suite 310, 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 20 years of experience in the finance industry.

6
Robert Kirby, financial advisor Saint Petersburg FL
Robert R. Kirby
CRD#: 1302206
146 Second St N, Suite 310, 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 32 years of experience in the finance industry.

7
David Novak, financial advisor Saint Petersburg FL
David W. Novak
CRD#: 2811131
146 Second St N, Suite 310, 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 24 years of experience in the finance industry.

8
Joshua Powell, financial advisor Saint Petersburg FL
Joshua D. Powell
CRD#: 4225150
146 Second St N, Suite 310, 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 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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