Andrew Bucksner (CRD# 6431117) is an Investment Advisor Representative working at Archetype Advisors, LLC in Doylestown, PA and has over 9 years of experience in the finance industry. Andrew Bucksner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Archetype Advisors, LLC | Doylestown, PA | Sep 2020 - Current | 3 |
Lincoln Investment Planning, LLC | Fort Washington, PA | May 2019 - Jun 2020 | 1 |
Key Investment Services LLC | Plymouth Meeting, PA | Feb 2019 - Apr 2019 | < 1 |
Keybank | Spring House, PA | Jan 2019 - Apr 2019 | < 1 |
Tiaa | Philadelphia, PA | Jul 2018 - Nov 2018 | < 1 |
Tiaa-cref Individual & Institutional Services, LLC | Philadelphia, PA | Jul 2018 - Nov 2018 | < 1 |
Vanguard Marketing Corporation | Malvern, PA | May 2016 - Jul 2018 | 2 |
Pnc Bank | Montgomeryville, PA | Jun 2015 - May 2016 | < 1 |
Pnc Investments LLC | Montgomeryville, PA | Jun 2015 - Apr 2016 | < 1 |
Wells Fargo Advisors, LLC | Chalfont, PA | Dec 2014 - May 2015 | < 1 |
Wells Fargo Bank, Na | Chalfont, PA | Apr 2014 - May 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2015 |
S66 | NASAA Uniform Combined State Law Examination | Aug 2018 |
- PA
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Total Assets Under Management199MILLIONS
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Total Number of Accounts460ACCOUNTS
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Average Account Value$431,906
- A percentage of assets under your management
- 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
- Educational seminars/workshops
- Other
CO, FL, IL, LA, MD, NC, NJ, NY, PA, TX
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