MB
Michael L. Bucklin
TRUIST ADVISORY SERVICES
WYOMISSING, PA 19610
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CRD#: 5878554
MB
Professional summary
Michael Louis Bucklin, who also goes by Mike Bucklin, Michael Bucklin, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Wyomissing, Pennsylvania and TRUIST INVESTMENT SERVICES, INC. located in Wyomissing, Pennsylvania.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Michael has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mike Bucklin | Michael Bucklin
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
THE HERITAGE RESIDENT BENEFIT FUND POSITION: Board Member NATURE: The Benefit Fund raising money for aging individuals that reside at The Heritage that may outlive their money and need continued care. The funds are raised through events, socials and campaigns within the residence and among the community members. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2023 ADDRESS: Shillington PA, United States DESCRIPTION: Develop campaign strategies to raise funds for the benefit of future resident needs via pledges, current contributions and planned giving. DAYSPRING HOMES INC. POSITION: Board Member NATURE: Dayspring Homes, Inc. is a 501c3 non-profit organization which provides residential group homes, day services, respite services, and in-home habilitative services. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2023 ADDRESS: Reading PA, United States DESCRIPTION: Assist the organization in fundraising and expand Dayspring's mission across Berks County. OLEY VALLEY COMMUNITY EDUCATION FOUNDATION POSITION: Officer NATURE: To enhance educational opportunities for students, residents, employees and alumni of the Oley Valley School District while encouraging community support and participation. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2021 ADDRESS: Oley PA, United States DESCRIPTION: Provide and participate in dialogue with the other members of the board to ensure proper educational opportunities are available for students, residents, employees and alumni of the Oley Valley School District while encouraging community support and participation. Will help plan and participate in events to raise funds for opportunities to provide to the community as deemed appropriate by those of the board.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Louis Bucklin's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 16, 2020 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 1340 Broadcasring Rd Ste 200, Wyomissing, PA 19610RIA
CRD#: 283390
WYOMISSING, PA
Current
October 16, 2020 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 1340 Broadcasting Rd Fl 3, Wyomissing, PA 19610BD
CRD#: 17499
WYOMISSING, PA
Past
January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
RIA
CRD#: 142785
RICHMOND, VA
Past
January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
BD
CRD#: 142785
RICHMOND, VA
Past
July 3, 2017 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
RIA
CRD#: 33856
WYOMISSING, PA
Past
July 3, 2017 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
BD
CRD#: 33856
WYOMISSING, PA
Past
February 27, 2017 - June 28, 2017
SANTANDER SECURITIES LLC
RIA
CRD#: 41791
ROBESONIA, PA
Past
February 27, 2017 - June 28, 2017
SANTANDER SECURITIES LLC
BD
CRD#: 41791
ROBESONIA, PA
Past
September 27, 2013 - February 23, 2017
PNC WEALTH MANAGEMENT LLC
RIA
CRD#: 129052
WILLOW STREET, PA
Past
September 27, 2013 - February 23, 2017
PNC WEALTH MANAGEMENT LLC
BD
CRD#: 129052
WILLOW STREET, PA
Past
January 16, 2013 - September 30, 2013
FIRST ALLIED ADVISORY SERVICES, INC.
RIA
CRD#: 137888
SHILLINGTON, PA
Past
August 10, 2011 - September 27, 2013
FIRST ALLIED SECURITIES, INC.
BD
CRD#: 32444
SHILLINGTON, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
Registered Investment Advisory firm - (5/18/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Colorado(4/27/2022)
RR
Florida(2/17/2021)
RR
New Jersey(10/29/2020)
RR
North Carolina(4/27/2022)
IAR
Pennsylvania(10/16/2020)
RR
Pennsylvania(10/30/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
Registered Investment Advisory firm - (5/18/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
303 Peachtree Street 2nd Floor, Atlanta, GA 30303
Mailing Address
Po Box 4418 Mc 107, Atlanta, GA 30302
Phone number
(800) 874-4770
Established
Firm type
Fiscal year end
# of Employees
2,469
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Wyomissing, PA 19610TRUST BUT VERIFY
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