Dale Edward Buckner
Investment adviser representative at Tcp Asset Management, LLC
38 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
38 years in the industry.
- Tcp Asset Management, LLCJan 2026 to now
- Dale Buckner, GardenerSep 2025 to now
- Make Money, Think Rich Fbo Dale BucknerAug 2014 to now
- Dale Buckner, Inc.Sep 2009 to now
- United Planners Financial ServicesOct 1998 to now
- Dale Buckner InsuranceApr 1988 to now
- Hazel BucknerApr 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (TX).
Tcp Asset Management, LLC
$1.2BAssets managed
2,221Clients
25Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1838126
- Firm CRD
- 286037