Executive Vice President · A Better Way Financial, LLC
Kimberly A. Guida
CRD 2120314 · Named on Form ADV at one SEC-registered adviser
At a glance
A Better Way Financial, LLC, an SEC-registered wealth manager based in Allentown, PA with $109 million in regulatory assets, lists Kimberly A. Guida on its Form ADV as Executive Vice President, a control person.
Firms and roles
- A Better Way Financial, LLCExecutive Vice PresidentWealth manager · Allentown, PA · $109M in regulatory assets
AtlasMembers
Kimberly’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Frank GuidaManaging Member, A Better Way Financial, LLC
- Frank GuidaPresident/cco, A Better Way Financial, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kimberly’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.