Unclaimed Profile

Angela Mullis Bender

AMJ FINANCIAL WEALTH MANAGEMENT LLC·LEESBURG, Virginia

SIE, Series 7, Series 66CFP19 years registeredAMJ FINANCIAL WEALTH MANAGEMENT LLC

44160 SCHOLAR PLAZA, LEESBURG, VA 20176CRD# 5208180Firm CRD# 162878

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Angela Mullis Bender · LEESBURG, VA

Registration

CRD #5208180 · AMJ FINANCIAL WEALTH MANAGEMENT LLC · 19 years registered

Brand Profile

Not yet started

Career History

AMJ FINANCIAL WEALTH MANAGEMENT LLC

Jun 2012 – present

LPL FINANCIAL LLC

Aug 2007 – May 2012

ASHBURN, VA

KALOS MANAGEMENT

Nov 2006 – Aug 2007

PONTE VEDRA BEACH, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · November 29, 2006

Years registered · 19

Professional designation · CFP

Disclosure History

2024Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

AMJ FINANCIAL WEALTH MANAGEMENT LLC

CRD 162878 · SEC 801-113970

AUM

$335M

Regulatory assets under management

Employees

1,587 client accounts

Services offered by AMJ FINANCIAL WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at AMJ FINANCIAL WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Angela Mullis Bender offer?

Angela Mullis Bender specializes in Financial Planning, Investment Management. Contact their office in LEESBURG, Virginia for a consultation.

What are Angela Mullis Bender's credentials?

Angela Mullis Bender holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Angela Mullis Bender located?

Angela Mullis Bender is based in LEESBURG, Virginia, working with AMJ FINANCIAL WEALTH MANAGEMENT LLC. Their office serves clients in the LEESBURG metropolitan area and surrounding communities.

How does Angela Mullis Bender charge for services?

Angela Mullis Bender's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AMJ FINANCIAL WEALTH MANAGEMENT LLC?

AMJ FINANCIAL WEALTH MANAGEMENT LLC has approximately 17 employees and manages $335M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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