Joseph Novatnack
Joseph Novatnack is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Danville, PA, with 6 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
616 Mill Street, Danville, PA, 17821
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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
Joseph works as a financial advisor for Fulton Bank and Fulton Financial Advisors, dedicating about half his time to each. He also works as an agent for Specific Solutions selling life insurance, spending a few hours per week on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Prudential Annuities Distributors, INCBroker
Hornor, Townsend & Kent, INC.Broker
Vanguard Marketing CorporationBroker
State Registrations28 states
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