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Dale Buckner, Inc.
SEC-regulated
Registered investment advisor
Dale Buckner, Inc., led by President Dale Buckner, MBA, CFP®, AIF®, specializes in helping individuals retire early while maintaining financial security. With a BBA from Texas Tech University and an MBA from ESAN, Lima Peru, Dale has over three decades of experience in the financial industry. As a Certified Financial Planner (CFP®) and a holder of the AIF® designation, Dale focuses on Life Stage Planning to assist clients in achieving their financial and life goals. Operating as a fiduciary, Dale adheres to the CFP Board's Standards of Professional Conduct, ensuring that clients' best interests are prioritized. Clients have the freedom to choose whether to purchase securities and insurance products through Dale Buckner or other entities, with full disclosure of any potential conflicts of interest. Dale Buckner has a clean disciplinary record and receives no additional compensation beyond standard fees. The firm is located in Amarillo, TX, and can be contacted for personalized financial planning services.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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