Timothy Novatnack
Timothy Novatnack is a ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Danville, PA, with 40 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
616 Mill Street, Danville, PA, 17821
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2003Other Business ActivitiesSells Insurance
Timothy works as an associate/employee for Fulton Bank and Fulton Financial Advisors, focusing on investment sales and service, dedicating about half of his time to each. He also works as an agent for specific solutions, selling life insurance, dedicating a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Bisys Brokerage Services, INC.Broker
Bisys Brokerage Services, INC.Broker
Pruco Securities CorporationBroker
State Registrations32 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.