Unclaimed Profile

Dale Edward Buckner

DALE BUCKNER, INC.·AMARILLO, Texas

SIE, Series 6, Series 7, Series 24, Series 63, Series 65CFPClean record24 years registeredDALE BUCKNER, INC.

301 S. POLK, AMARILLO, TX 79101CRD# 1838126Firm CRD# 116342

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dale Edward Buckner · AMARILLO, TX

Registration

CRD #1838126 · DALE BUCKNER, INC. · 24 years registered

Brand Profile

Not yet started

Career History

TCP ASSET MANAGEMENT, LLC

Jan 2026 – present

DALE BUCKNER, INC.

May 2017 – Mar 2026

AMARILLO, TX

AMBERTREE INVESTMENT MANAGEMENT, INC.

Oct 2002 – Dec 2003

AMARILLO, TX

DALE BUCKNER, INC. DBA DALE BUCKNER AND ASSET PLANNING GROUP

May 2002 – Apr 2017

AMARILLO, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · May 13, 2002

Years registered · 24

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DALE BUCKNER, INC.

CRD 116342 · SEC 801-110346

AUM

$159M

Regulatory assets under management

Employees

852 client accounts

Services offered by DALE BUCKNER, INC.

Per Form ADV

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

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Introduction

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Frequently Asked Questions

What services does Dale Edward Buckner offer?

Dale Edward Buckner specializes in Investment Management, Fee-Only Advisory. Contact their office in AMARILLO, Texas for a consultation.

What are Dale Edward Buckner's credentials?

Dale Edward Buckner holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Dale Edward Buckner located?

Dale Edward Buckner is based in AMARILLO, Texas, working with DALE BUCKNER, INC.. Their office serves clients in the AMARILLO metropolitan area and surrounding communities.

How does Dale Edward Buckner charge for services?

Dale Edward Buckner's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DALE BUCKNER, INC.?

DALE BUCKNER, INC. has approximately 3 employees and manages $159M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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