Frank Guida (CRD# 1499368) is an Investment Advisor Representative working at A Better Way Financial, LLC in Allentown, PA and has over 33 years of experience in the finance industry.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 4121049
Weyhill Investment Counsel, LLC
CRD# 2153382
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| American Retirement Institute | Kennesaw, GA | Mar 2019 - Current | 5 |
| A Better Way Financial, LLC | Allentown, PA | Jul 2011 - Current | 12 |
| Presley King, LLC | Allentown, PA | Mar 2010 - Current | 14 |
| Retirement Wealth Advisors, Inc. | Whitehall, PA | Aug 2014 - Dec 2019 | 5 |
| Frank Guida Dba A Better Way Financial Since 07/25/2011 | Whitehall, PA | Jan 1994 - Jun 2014 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1991 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2014 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NJ
- PA
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Total Assets Under Management58MILLIONS
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Total Number of Accounts703ACCOUNTS
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Average Account Value$82,264
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
NJ, PA
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