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Gloria Elaine Coleman

DALE BUCKNER, INC.·AMARILLO, Texas
Unclaimed Profile
301 S. POLK, AMARILLO, TX 79101CRD# 3072829Firm CRD# 116342
01

About

Gloria Elaine Coleman is a registered financial advisor based in AMARILLO, Texas, affiliated with DALE BUCKNER, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
DALE BUCKNER, INC.
DALE BUCKNER, INC.
AUM
$159M
Regulatory assets under management
Employees
3
Total firm employees
Services
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3072829
Firm CRD# 116342
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gloria Elaine Coleman offer?
Gloria Elaine Coleman specializes in Investment Management, Fee-Only Advisory. Contact their office in AMARILLO, Texas for a consultation.
What are Gloria Elaine Coleman's credentials?
Gloria Elaine Coleman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gloria Elaine Coleman located?
Gloria Elaine Coleman is based in AMARILLO, Texas, working with DALE BUCKNER, INC.. Their office serves clients in the AMARILLO metropolitan area and surrounding communities.
How does Gloria Elaine Coleman charge for services?
Gloria Elaine Coleman'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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