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Frank Guida

Investment adviser representative at A Better Way Financial, LLC
15 yearsExperience
1 stateRegistered in
$109MFirm assets
Under 1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

15 years in the industry.

  1. A Better Way Financial, LLCJun 2021 to now
  2. Abwi, LLCJun 2021 to now
  3. A Better Way FinancialMar 2020 to Aug 2020
  4. A Better Way FinancialJun 2017 to Jul 2017
  5. Full Time StudentJun 2011 to May 2021

Exams passed

  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 1 state (PA).

A Better Way Financial, LLC

$109MAssets managed
354Clients
5Advisers
Under 1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7396287
Firm CRD
304914
Advisor's SEC record (opens in a new tab)
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