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Credentials
Series 66
Experience Industry experience
4 years
Location
Jennings, FL
Merrill
Institution
Colin Novalula is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America and involvement with Cashflow Club LLC and other organizations. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Jennings, FL
Jennings FL
Advisors at this office
1
Florida · New Jersey · Pennsylvania · Texas
4 years of industry experience
Bank of America, N.A.
2024 - Present • 2 years
Jacksonville, FL
Merrill
2022 - Present • 4 years
Pennington, NJ
Unemployed
2022 - 2022 • 1 year
Blaine, MN
Cashflow Club LLC
2021 - 2022 • 1 year
Miami, FL
Truecoders
2020 - 2020 • 1 year
Birmingham, AL
Marshmello and Friends
2020 - 2021 • 1 year
Huntsville, AL
Waitr
2019 - 2021 • 2 years
Minneapolis, MN
North Hennepin Community College
2018 - 2019 • 1 year
Brooklyn Park, MN
Scandia Shores
2018 - 2019 • 1 year
Shoreview, MN
Unemployed
2018 - 2018 • 1 year
Blaine, MN
West Lutheran HS
2017 - 2018 • 1 year
Plymouth, ME
Spring Lake Park HS
2016 - 2017 • 1 year
Spring Lake Park, MI
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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