Novak & Powell Financial Services, Inc.

Novak & Powell Financial Services, Inc. (CRD# 112970) is a financial advisory firm headquartered in Saint Petersburg, FL. They manage $256,267,569 in 970 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    256
    MILLION
  • Total Number of Accounts
    970
    ACCOUNTS
  • Average Account Value
    $264,193
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 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 28 years of experience in the finance industry.

2
Terry R. Carr
CRD#: 2218799
146 Second St N, Suite 306, 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 31 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 36 years of experience in the finance industry.

4
Gregg S. Ducatte
CRD#: 704757
146 Second St N, Suite 306, 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 30 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 20 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 31 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 24 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 23 years of experience in the finance industry.

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