Dale
Buckner
Dale Buckner, Inc
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About this Advisor
Dale Buckner is a financial advisor based in Amarillo, Texas, working with Dale Buckner, Inc. Dale has previously held positions at United Planners' Financial Services, Dale Buckner, Inc, Dale Buckner Insurance, Make Money, Think Rich Fbo Dale Buckner, and Hazel Buckner. Dale has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Dale is part of Dale Buckner, Inc, which operates out of Amarillo, Texas. The firm has 3 employees and manages assets totaling $159.0 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, as well as educational seminars. The fee structure at Dale Buckner, Inc includes asset-based fees.
Certifications and Registrations
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Fee Structure
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Dale Buckner, Inc Brokerage Details
$159,049,911
3
852
$186,678
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Dale Buckner Work History
Make Money, Think Rich Fbo Dale Buckner
Dale Buckner, Inc
Dale Buckner, Inc
United Planners' Financial Services
Dale Buckner, Inc
Dale Buckner Insurance
Hazel Buckner
Hazel Buckner
Disclosures
Please visit the SEC profile of Dale Buckner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Dale Buckner, Inc
Amarillo, TX
Amarillo, TX
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
