Anthony C. Davis

RELIABLE MUNICIPAL ADVISORS

BETSY LAYNE, KY 41605

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CRD#: 6170153

Professional summary

Anthony Craig Davis, who also goes by Craig Davis, is a registered financial advisor currently at RELIABLE MUNICIPAL ADVISORS, LLC located in Betsy Layne, Kentucky.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Anthony has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Craig Davis

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

ANTHONY C. DAVIS, ATTORNEY-AT-LAW, DBA DAVIS LAW OFFICE, BETSY LAYNE, KENTUCKY; LAWYER OR LAW FIRM, NOT INVESTMENT-RELATED; ATTORNEY-AT-LAW, PRACTICE OF LAW; START DATE: 1995; APPROXIMATE NUMBER OF HOURS PER MONTH DEVOTED TO OTHER BUSINESS: 160 HOURS; APPROXIMATE NUMBER OF HOURS DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS: NA. VEHIA, LLC, PRESTONSBURG, KENTUCKY; NOT INVESTMENT-RELATED; REAL ESTATE RENTAL; MEMBER OF LLC; START DATE: 2009; APPROXIMATE NUMBER OF HOURS PER MONTH DEVOTED TO OTHER BUSINESS: 1 HOUR; APPROXIMATE NUMBER OF HOURS DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS: 0. RE/MAX LEGACY, PIKEVILLE, KENTUCKY; NOT INVESTMENT-RELATED; REAL ESTATE SALES/PURCHASES; REAL ESTATE AGENT; START DATE: MAY 2021; APPROXIMATE NUMBER OF HOURS PER MONTH DEVOTED TO OTHER BUSINESS: 12 HOURS; APPROXIMATE NUMBER OF HOURS DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS: 0.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Craig Davis's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 14, 2016 - Present

RELIABLE MUNICIPAL ADVISORS, LLC

Office #1: 11105 Us 23 South, Suite 4, Betsy Layne, KY 41605

RIA

CRD#: 281860

BETSY LAYNE, KY

Past

November 17, 2014 - May 22, 2015

MERIDIAN WEALTH MANAGEMENT, LLC

RIA

CRD#: 151523

LEXINGTON, KY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Kentucky
(3/14/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/17/2014

Uniform Investment Adviser Law Examination

Current Firm

RELIABLE MUNICIPAL ADVISORS, LLC

CRD#: 281860 / SEC#:

Kentucky

Registered Investment Advisory firm - (3/14/2016 Approved)

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Contact information

Main Address

11105 Us 23 South, Suite 4, Betsy Layne, KY 41605

Mailing Address

11105 Us 23 South, Suite 4 P. O. Box 220, Betsy Layne, KY 41605

Phone number

(606) 478-1002

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Anthony C. Davis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Craig Davis's CRS (Customer Relationship Summary).

Certified licenses

Experience

RELIABLE MUNICIPAL ADVISORS, LLC

MERIDIAN WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/17/2014

Current Firm

RELIABLE MUNICIPAL ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

RELIABLE MUNICIPAL ADVISORS, LLC

TRUST BUT VERIFY

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