Angela BenderCRD 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.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|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|
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
Total Assets Under Management330MILLIONS
Total Number of Accounts1,274ACCOUNTS
Average Account Value$259,309
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
CA, FL, MD, NC, PA, TX, VA
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