Angela Mullis Bender

CFP

Osaic Wealth, INC.

19 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningEducation PlanningEstate PlanningInvestment Management

Osaic Wealth, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9179 advisors

Number of Clients

574,829 clients

Average Client Portfolio

$348K average

Assets Under Management

$200.3B

Fee Structure

Minimum Investment:$5.5K

Financial Planning:Investment management only

Location

44160 Scholar Plaza, Suite 490, Leesburg, VA, 20176

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History

Regulatory History (1)

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Customer Dispute

September 2024

Pending

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Other Business ActivitiesSells Insurance

Angela is a registered representative with OSAIC Wealth, Inc. and an insurance agent appointed with multiple carriers, each taking minimal time. She is also the president of the Loudoun Estate Planning Council and owns a rental property.