Angela BundyCRD Number: 5354503
Current Firm: Prudential Financial Planning Services
Angela Bundy (CRD# 5354503) is an Investment Advisor Representative working at Prudential Financial Planning Services in Springfield, IL and has over 10 years of experience in the finance industry.
Cetera Investment Advisers LLC
Wells Fargo Advisors, LLC
Cetera Advisor Networks LLC
|The Prudential Insurance Company Of America||Springfield, IL||Jan 2012 - Current||5|
|Pruco Securities||Springfield, IL||Jun 2007 - Current||10|
|The Little Gym||Savory, IL||Jun 2009 - Jan 2012||2|
|Prudential Insurance Company Of America||Champaign, IL||Jun 2007 - Jun 2009||2|
|Select Comfort||Champaign, IL||May 2006 - Jun 2007||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2007|
|S63||Uniform Securities State Law Examination||Jun 2007|
Total Assets Under Management4,930MILLIONS
Total Number of Accounts42,153ACCOUNTS
Average Account Value$116,966
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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