Michael Bucklin (CRD# 5878554) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Wyomissisng, PA and has over 12 years of experience in the finance industry.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 6691058
Vanguard Advisers, Inc.
CRD# 6161273
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Truist Investment Services, Inc. | Wyomissing, PA | Feb 2021 - Current | 3 |
| Suntrust Investment Services, Inc. | Atlanta, GA | Oct 2020 - Current | 3 |
| Suntrust Advisory Services, Inc. | Atlanta, GA | Oct 2020 - Current | 3 |
| Bb&t | Wyomissing, PA | Jan 2019 - Current | 5 |
| Bb&t Securities, LLC | Richmond, VA | Jan 2018 - Current | 6 |
| Bb&t Investments | Wyomissing, PA | Jun 2017 - Current | 6 |
| Bb&t Bank | Wyomissing, PA | Jun 2017 - Jan 2019 | 1 |
| Santander Securities LLC | San Juan, PR | Feb 2017 - Jun 2017 | < 1 |
| Santander Bank Na | Robesonia, PA | Feb 2017 - Jun 2017 | < 1 |
| Pnc Bank | Lampeter Road, PA | Sep 2013 - Feb 2017 | 3 |
| Pnc Investments LLC | Pittsburgh, PA | Sep 2013 - Feb 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2011 |
- PA
-
Total Assets Under Management61,370MILLIONS
-
Total Number of Accounts124,201ACCOUNTS
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Average Account Value$494,117
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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