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Keith P

Series 63, Series 65

Midland, TX

Cargile Investment Management

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.

Passive / index investing Active portfolio management
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Charles G

Series 63, Series 66

Midland, TX

Cargile Investment Management

Charles Gaines is a financial advisor at Cargile Investment Management in Midland, TX, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been with Cargile Investment Management since 2004. Outside of advisory work, Gaines prepares tax returns seasonally as a CPA and holds a small working interest in oil and gas properties. 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 uses a core-and-satellite investment approach primarily based on mutual funds and ETFs, managing accounts on a discretionary basis with tailored investment policies.

Passive / index investing Active portfolio management
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Mickey C

Series 63, Series 65

Midland, TX

Cargile Investment Management

Mickey Cargile is a financial advisor with Cargile Investment Management in Midland, TX, holding Series 63 and Series 65 licenses and possessing 45 years of industry experience. He has worked at Cargile Investment Management since 2001 and spent ten years at Ceros Financial Services, Inc. Cargile is also an officer and director of the Cargile Charitable Foundation, a nonprofit organization. Cargile Investment Management provides discretionary portfolio management and advisory services to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and government entities. The firm employs a strategic core-and-satellite asset allocation approach using mutual funds and ETFs and manages accounts primarily on a discretionary basis.

Passive / index investing Active portfolio management
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