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Michael Gerard Wille

Investment Adviser Representative at Truist Advisory Services, Inc.

Wilson, NCCRD #4918368Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
21 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Michael Gerard Wille is an investment adviser representative with Truist Advisory Services, Inc. in Wilson, NC, where they have been registered since 2021. They have worked in the securities industry since 2005 and have been registered with 6 firms, including Bb&t Securities, LLC and Bb&t Investment Services, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in North Carolina and Texas.

Office

375 S Front St
New Bern, NC 28560

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
North Carolina, Texas
Broker:
27 states and territories

Alabama, Arizona, California, Colorado, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Kansas, Maryland, Massachusetts, Missouri, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 8/27/2005
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/9/2005

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Truist Investment Services, Inc.Current
2/17/2021 – Wilson, NC
Truist Advisory Services, Inc.Current
2/17/2021 – New Bern, NC
Bb&t Securities, LLC
1/2/2018 – 2/17/2021Richmond, VA
Bb&t Investment Services, Inc.
9/1/2017 – 1/2/2018Wilson, NC
Wells Fargo Clearing Services, LLC
9/21/2010 – 9/13/2017Rocky Mount, NC
Wells Fargo Advisors, LLC
12/24/2008 – 9/20/2010Rocky Mount, NC
Ameriprise Financial Services, Inc.
9/12/2005 – 10/21/2008Owings Mills, MD

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Wachovia BANK, N.A.
    Oct 2008 – Aug 2017Baltimore, MD
  2. Wells Fargo Advisors LLC
    May 2009 – Nov 2016Raleigh, NC
  3. Wells Fargo Clearing Services, LLC
    Nov 2016 – Aug 2017Raleigh, NC
  4. BB&T Bank
    Aug 2017 – Jan 2019Wilson, NC
  5. BB&T Investment Services, Inc.
    Aug 2017 – Feb 2021Charlotte, NC
  6. Bb&t Securities, LLC
    Jan 2018 – Feb 2021Richmond, VA
  7. Bb&t
    Jan 2019 – May 2024Wilson, NC
  8. Truist Investment Services, Inc.
    Feb 2021 – May 2024Wilson, NC
  9. Truist Advisory Services, Inc.
    Feb 2021 – May 2024Atlanta, GA
  10. Truist Investment Services, Inc.
    May 2024 – no end date reportedNew Bern, NC
  11. Truist Advisory Services, Inc.
    May 2024 – no end date reportedNew Bern, NC

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Truist Advisory Services, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Advisory programs and services, including AMC Wrap Managed Programs, Consulting Services, FP AMC Advantage, and third-party manager programs.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsSelection of Other AdvisersPeriodicals and Newsletters
Firm areas of expertise
Investment AdvisoryWrap Managed ProgramsConsulting ServicesFinancial PlanningThird-party Managers

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsState/MunicipalCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
2,003
Offices listed on AdvisorFinder:
53
Main office:
Atlanta, GA
SEC file number:
801-107729

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 30, 2026

View full firm profile

Other advisors at Truist Advisory Services, Inc.

Showing 12 of 2,003 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael Gerard Wille has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Michael Gerard Wille (Truist Investment Services)