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Angela Mullis Bender

AMJ Financial Wealth Management LLC

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About Angela Mullis Bender

Angela Bender is a financial advisor at Amj Financial Wealth Management LLC. Angela has over 17 years of experience in the financial services industry. Angela is registered with the state of Texas as an Investment Advisor Representative. Angela is also a Certified Financial Planner and has Series 66, Series 7, and SIE licenses. Angela has worked at several firms in the area including Triad Advisors, Inc., OSAIC Wealth, Inc., and LPL Financial LLC.

Firm Information

Angela Bender is currently registered with AMJ Financial Wealth Management LLC. AMJ Financial Wealth Management LLC is a registered investment advisor based in Leesburg, VA, with over 1500 client accounts and $334 million in assets under management. The firm offers a range of services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. AMJ Financial Wealth Management LLC serves a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, pension plans, and individuals other than high-net-worth. The firm also participates in wrap fee programs.
AMJ Financial Wealth Management LLC

44160 SCHOLAR PLAZA

LEESBURG, VA 20176

$334.60M

Assets Under Management

5

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Angela Bender’s Registration & Firm History

VA

09/15/2018 - Present

AMJ Financial Wealth Management LLC (LEESBURG VA)

VA

02/14/2014 - 08/23/2024

TRIAD ADVISORS LLC (LEESBURG VA)

VA

05/31/2012 - 02/14/2014

PURSHE KAPLAN STERLING INVESTMENTS (LEESBURG VA)

VA

08/31/2007 - 05/31/2012

LPL FINANCIAL LLC (ASHBURN VA)

VA

09/15/2006 - 08/31/2007

KALOS CAPITAL, INC. (HERNDON VA)

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Licenses & Designations

BOTH

Issued 11/28/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/14/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Angela Mullis Bender.
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