Dale Buckner (CRD# 1838126) is an Investment Advisor Representative working at Dale Buckner, Inc. in Amarillo, TX and has over 35 years of experience in the finance industry. Dale Buckner 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# 4116388
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1062124
Money Methods, Inc.
CRD# 5868493
Adams Wealth Management
Company Name | Location | Dates | Years |
---|---|---|---|
Make Money, Think Rich Fbo Dale Buckner | Amarillo, TX | Aug 2014 - Current | 9 |
Dale Buckner, Inc. | Amarillo, TX | Jan 2009 - Current | 15 |
Dale Buckner, Inc. | Amarillo, TX | May 2007 - Current | 16 |
United Planners' Financial Services | Scottsdale, AZ | Oct 1998 - Current | 25 |
Dale Buckner, Inc. | Amarillo, TX | Feb 1990 - Current | 34 |
Dale Buckner Insurance | Amarillo, TX | Apr 1988 - Current | 36 |
Hazel Buckner | Amarillo, TX | Apr 2015 - May 2019 | 4 |
Hazel Buckner | Amarillo, TX | Apr 2015 - May 2019 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 1988 |
S65 | NASAA Investment Advisors Law Examination | Sep 1998 |
- TX
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Total Assets Under Management159MILLIONS
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Total Number of Accounts852ACCOUNTS
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Average Account Value$186,678
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AZ, NM, OK, TX
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