Advisor at Cargile Investment Management
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Firm
Cargile Investment Management
Location
Midland, TX 79701
Credentials
Series 63, Series 65
Industry experience
18 years
Keith Parker is a financial advisor at Cargile Investment Management with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cargile Investment Management since 2012. Parker also spends a portion of his time involved in insurance product sales. Cargile Investment Management provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, registered investment companies, and government entities. The firm employs a core-and-satellite investment approach using mutual funds and ETFs, managing accounts on a discretionary basis with tailored investment policies.
Based on Cargile Investment Management
0.10% to 2.0% annually depending on assets and services
Advisors licensed as insurance agents earn separate commission-based compensation for insurance products.
Account minimum: $1,500.00 minimum annual account fee (may be waived at firm's discretion) Minimum fee: $1,500.00 minimum annual account fee Fee-only: Annual portfolio management fees ranging from 0.10% to 2.0%, billed quarterly in arrears.
415 West Wall Street, Suite 2200
Midland, TX 79701
Texas
Cargile Investment Management, LLP
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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