AG
Alan Goldfarb
from Novak & Powell Financial Services, Inc.
Alan Goldfarb is a financial advisor based in Florida, St. Petersburg,
with 44 years of experience. Alan currently works for
Novak & Powell Financial Services, Inc..
Alan maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Alan Goldfarb works at Novak & Powell Financial Services, Inc.
Novak & Powell Financial Services, Inc. is a financial advisory firm based in St. Petersburg, Florida. It currently has approximately $256,267,569 of assets under management and employs about 10 people. Novak & Powell Financial Services, Inc. uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
34 years
Fee structure
and a percentage of assets under your management
Office location
146 Second St N, Suite 306, St. Petersburg, Florida, 33701
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