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Teresa R
Series 63, Series 65
Amarillo, TX
TCP Asset Management, LLC
Teresa Roop is a financial advisor with TCP Asset Management, LLC in Amarillo, TX. She holds Series 63 and Series 65 licenses and has six years of industry experience, including prior roles at Dale Buckner, Inc. and United Planners Financial Services. TCP Asset Management provides portfolio management, financial planning, and pension consulting services to individuals and pension/profit-sharing plans, employing a combination of fundamental and technical analysis with a long-term trading approach. The firm uses model portfolios and sub-advised strategies through third-party platforms and requires clients to use specific custodians for account management.
Dale B
CFP®, Series 63, Series 65
Amarillo, TX
TCP Asset Management, LLC
Dale Buckner is a financial advisor with TCP Asset Management, LLC, holding the CFP® designation and Series 63 and 65 licenses. He has 38 years of industry experience and has held roles at various entities including Dale Buckner, Inc. and United Planners Financial Services. Outside of his advisory work, he operates a gardening business growing and selling plants. TCP Asset Management, LLC provides portfolio management, financial planning, and pension consulting services to individuals and pension/profit-sharing plans, employing a combination of fundamental and technical analysis along with model portfolios and third-party strategies. The firm emphasizes documented client objectives, regular portfolio monitoring, and a fixed-income SMA strategy investing directly in individual bonds.
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