Anthony A. Davis

A BETTER WAY FINANCIAL

Allentown, PA 18109

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CRD#: 7801795

Professional summary

Anthony Alan Davis, who also goes by Anthony Davis, is a registered financial advisor currently at A BETTER WAY FINANCIAL, LLC located in Allentown, Pennsylvania.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Anthony has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Anthony 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.

1) 09/20/2024- H&R Block- Prepare and send for filing individual tax returns. Answer tax questions. Amend prior year returns- Outside/W-2 Employment- INV Related- Warrington, PA- Start Date 12/10/2020- 30hrs/mth- 0hrs during trading

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Alan 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

April 8, 2025 - Present

A BETTER WAY FINANCIAL, LLC

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

RIA

CRD#: 304914

Allentown, PA

Past

November 14, 2024 - April 8, 2025

LPL ENTERPRISE, LLC

RIA

CRD#: 8733

WARRINGTON, PA

Past

November 14, 2024 - April 8, 2025

LPL ENTERPRISE, LLC

CRD#: 8733

WARRINGTON, PA

Past

February 1, 2024 - November 14, 2024

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

Warrington, PA

Past

September 25, 2023 - November 14, 2024

PRUCO SECURITIES, LLC.

CRD#: 5685

Warrington, PA

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
(4/8/2025)

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 66

Date: 1/30/2024

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/23/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/22/2023

Securities Industry Essentials 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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Anthony A. Davis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

A BETTER WAY FINANCIAL, LLC

LPL ENTERPRISE, LLC

LPL ENTERPRISE, LLC

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/30/2024

Series 7TO

Date: 9/23/2023

SIE

Date: 7/22/2023

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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