Angela Bundy, financial advisor Champaign IL

Angela Bundy

CRD Number: 5354503
Current Firm: Prudential Financial Planning Services

Angela Bundy (CRD# 5354503) is an Investment Advisor Representative working at Prudential Financial Planning Services in Champaign, IL and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Prudential Insurance Company Of America Springfield, IL Jan 2012 - Current 12
Pruco Securities, LLC Springfield, IL Jun 2007 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2007
S65 NASAA Investment Advisors Law Examination Sep 2007
Contact Info for Angela M. Bundy
Phone Number: 800-235-7637
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    14,029
    MILLIONS
  • Total Number of Accounts
    106,737
    ACCOUNTS
  • Average Account Value
    $131,438
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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