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Gloria Elaine Coleman

DALE BUCKNER, INC.·AMARILLO, Texas
SIE, Series 6, Series 63Clean recordDALE BUCKNER, INC.
301 S. POLK, AMARILLO, TX 79101CRD# 3072829Firm CRD# 116342

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gloria Elaine Coleman · AMARILLO, TX
Registration
CRD #3072829 · DALE BUCKNER, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
DALE BUCKNER, INC.
CRD 116342 · SEC 801-110346
AUM
$159M
Regulatory assets under management
Employees
3
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
View all advisors at DALE BUCKNER, INC. →
Introduction

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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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Other Advisors at DALE BUCKNER, INC.

Dale Edward Buckner
AMARILLO, TX
CFP
Brett Dewayne Hansen
AMARILLO, TX
CFP

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