Noah A. Williams

A BETTER WAY FINANCIAL

Allentown, PA 18109

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CRD#: 7083002

Professional summary

Noah Aaron Williams is a registered financial advisor currently at A BETTER WAY FINANCIAL, LLC located in Allentown, Pennsylvania.

Noah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Noah has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

ABWI, LLC; Investment Related; Allentown, PA; Fixed Insurance Sales, Insurance Agent; Approximately 40 hours per month spent, Approximately 4 hour per month during securities trading hours; Started 07/2022.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Noah Aaron Williams'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

April 18, 2023 - Present

A BETTER WAY FINANCIAL, LLC

Office #1: 6357 Airport Road, Allentown, PA 18109

RIA

CRD#: 304914

Allentown, PA

Past

July 1, 2019 - October 29, 2021

WILLIAMS FINANCIAL, LLC

RIA

CRD#: 137038

BENNINGTON, VT

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

Pennsylvania
(4/18/2023)

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: 6/26/2019

Uniform Investment Adviser Law Examination

Current Firm

A BETTER WAY FINANCIAL, LLC

CRD#: 304914 / SEC#:

New Jersey

Registered Investment Advisory firm - (2/13/2020 Approved)

Pennsylvania

Registered Investment Advisory firm - (8/21/2019 Approved)

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Contact information

Main Address

6357 Airport Road, Allentown, PA 18109

Mailing Address

Phone number

(610) 440-1700

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	904
AUM (Assets Under Management)	$ 72,760,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Noah A. Williams

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Noah Aaron Williams's CRS (Customer Relationship Summary).

Certified licenses

Experience

A BETTER WAY FINANCIAL, LLC

WILLIAMS FINANCIAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/26/2019

Current Firm

A BETTER WAY FINANCIAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

A BETTER WAY FINANCIAL, LLC

TRUST BUT VERIFY

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