Angela Bender
Angela Bender is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Leesburg, VA, with 19 years of industry experience. Angela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
44160 Scholar Plaza, Suite 490, Leesburg, VA, 20176
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Regulatory History (1)
Customer Dispute
September 2024Other 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.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Amj Financial Wealth Management LLC
Previous Registrations
Triad Advisors LLCBroker
Purshe Kaplan Sterling InvestmentsBroker
LPL Financial LLC
LPL Financial LLCBroker
Kalos Management
Kalos Capital, INC.Broker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.