Dale Buckner Review

Trust Score 80%
Trust Score info_outline

Last updated: August 11th, 2019. Data source: SEC filings.

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Dale Buckner, federally registered in 2017, is a Registered Investment Advisor (RIA) in 5 state(s) with a licensed staff of 1 advisors. Dale Buckner manages $104.0 million and provides investment advisory services for 766 clients (1:766 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $30,000
Average Client Balance $135,744
Hybrid Advisor Yes
Disciplinary History No
Total AUM $104.0 million
Advisor / Client Ratio 1:766
Headquarters Amarillo, TX
SEC Filings Forms and Brochures    (CRD # 116342)
State(s) Registered AZ, CO, NM, OK, TX

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