Angela Bender, financial advisor Leesburg VA

Angela Bender

CRD Number: 5208180
Current Firm: Amj Financial Wealth Management LLC

Angela Bender (CRD# 5208180) is an Investment Advisor Representative working at Amj Financial Wealth Management LLC in Leesburg, VA and has over 15 years of experience in the finance industry. Angela 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
Triad Advisors, Inc. Norcross, GA Feb 2014 - Current 8
Amj Financial Wealth Management LLC Ashburn, VA Aug 2007 - Current 15
Purshe Kaplan Sterling Ashburn, VA May 2012 - Feb 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Angela M. Bender
Phone Number: 703-466-0477
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    330
    MILLIONS
  • Total Number of Accounts
    1,274
    ACCOUNTS
  • Average Account Value
    $259,309
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

CA, FL, MD, NC, PA, TX, VA

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