Daniel Bender, financial advisor Fredericksburg VA
90 score

Daniel Bender

CRD Number: 4583683
Current Firm: Pbmares Wealth Management LLC

Daniel Bender (CRD# 4583683) is an Investment Advisor Representative working at Pbmares Wealth Management LLC in Fredericksburg, VA and has 1 year of experience in the finance industry. Daniel Bender has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Pbmares Wealth Management, LLC Fredericksburg, VA Jan 2013 - Current 3
Pbmares, LLP Fredericksburg, VA Jan 2013 - Current 3
Pbgh Financial Advisors, Inc. Fredericksburg, VA Feb 2001 - Jan 2013 11
Pbgh, LLP Fredericksburg, VA Aug 1996 - Jan 2013 16

Daniel Bender has no recent exams reported.
Contact Info for Daniel J. Bender
Phone Number: 757.229.7180
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    391
    MILLIONS
  • Total Number of Accounts
    1,359
    ACCOUNTS
  • Average Account Value
    $287,506
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, FL, GA, IL, NH, TX, VA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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