Anthony Alan Davis
Investment adviser representative at Valley National Advisers Inc
11 yearsExperience
1 stateRegistered in
$1.3BFirm assets
41 yearsFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Valley National Advisers Inc.Aug 2026 to now
- Valley National Investments, Inc.Aug 2026 to now
- UnemployedJul 2026 to Aug 2026
- A Better Way Financial, LLCApr 2025 to Jul 2026
- LPL Enterprise, LLCNov 2024 to Mar 2025
- The Prudential Insurance Company of AmericaFeb 2024 to Mar 2025
- Pruco Securities LLCAug 2023 to Nov 2024
- Aston CarterApr 2023 to Dec 2023
- Robert HalfSep 2022 to Mar 2023
- H&r BlockDec 2020 to Apr 2026
- Full Time StudentApr 2015 to Aug 2022
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (PA).
Valley National Advisers Inc
$1.3BAssets managed
1,391Clients
14Advisers
41 yearsIn 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
- 7801795
- Firm CRD
- 110788