Samuel Douglas Cornell
Investment adviser representative at Novak & Powell Financial Services, Inc.
21 yearsExperience
1 stateRegistered in
$359.5MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
21 years in the industry.
- Novak & Powell Financial Services, Inc.Nov 2021 to now
- Vantage Investing, LLCApr 2005 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Novak & Powell Financial Services, Inc.
$359.5MAssets managed
426Clients
6Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1790408
- Firm CRD
- 112970