Joseph Novak
Joseph Novak is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 7 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
880 Carillon Parkway, St. Petersburg, FL, 33716
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph coaches the high school swim team at Admiral Farragut Academy since 2019 and coaches age group swimmers at Saint Petersburg Aquatics since 2016. These activities each take about 10-20% of Joseph's time.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James Financial Services, INC.Broker
Raymond James & Associates, INC.Broker
State Registrations53 states
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