Rebecca Novak
Rebecca Novak is a registered investment advisor at Embark Financial Partners, based in Muskegon, MI, with 9 years of industry experience. Rebecca operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more.
Compensation
Firm Size
IM Fee
Location
380 W Western Ave Ste 250, Muskegon, MI, 49440-1169
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Rebecca operates under the DBA Embark Financial Partners for her LPL business since 2021 and works as a notary since 2019. Since 2023, she has also been an agent for non-variable insurance, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Embark Financial Partners
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations2 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.