Daniel Novak, CFP

Overview

Daniel Novak is an insurance agent, a registered representative and an investment adviser representative based in CA, with 12 years in the industry.

Years in the industry

12

States licensed

6

States registered

21

Carrier appointments

13

Contact

2 business emails and 3 phone numbers on file

Registrations and licenses

• Licensed in 6 states
• Registered in 21 states

• Life Agent Individual
• Producer
• Series 66
• Series 7
• SIE

3 lines of authority, with every state and its dates

Firms

• Alexander Capital, L.P.Current firm
• Williams & Novak Wealth Management, LLCCurrent firm

Employment history since 2014

Carriers

13 active carrier appointments

Book and practice

Firm assets under management on file