Dale Buckner, financial advisor Amarillo TX

Dale Buckner

CRD Number: 1838126
Current Firm: Dale Buckner, Inc.

Dale Buckner (CRD# 1838126) is an Investment Advisor Representative working at Dale Buckner, Inc. in Amarillo, TX and has over 34 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.

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Professional Designations
Company Name Location Dates Years
Make Money, Think Rich Fbo Dale Buckner Amarillo, TX Aug 2014 - Current 8
Dale Buckner, Inc. Amarillo, TX Jan 2009 - Current 13
Dale Buckner, Inc. Amarillo, TX May 2007 - Current 15
United Planners' Financial Services Scottsdale, AZ Oct 1998 - Current 23
Dale Buckner, Inc. Amarillo, TX Feb 1990 - Current 32
Dale Buckner Insurance Amarillo, TX Apr 1988 - Current 34
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
Contact Info for Dale E. Buckner
Phone Number: 1-806-358-7977
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    150
    MILLIONS
  • Total Number of Accounts
    814
    ACCOUNTS
  • Average Account Value
    $183,968
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, NM, OK, TX

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