KP
KP

Keith Parker

18 Years of Experience
Midland, TX
Sells Insurance

Keith Parker is a registered investment advisor at Cargile Investment Management, based in Midland, TX, with 18 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 164 clients with $380M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
164 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$383.0M

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$1,500

Cargile Investment Management's annual fee for managing your investments varies from 0.10% to 2.0% of the market value of your portfolio. The fee depends on the complexity of the services and the level of administration requested. The fee is billed quarterly, based on the portfolio balance at the end of the billing period. The fee is negotiable depending on your circumstances.

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Location

415 West Wall Street, Suite 2200, Midland, TX, 79701

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Keith sells insurance products as Keith Parker, dedicating minimal time to this activity.

Employment History
Current Registrations
Cargile Investment Management
February 2012 - Present · 14 yrs 2 mos
Previous Registrations
Cargile Investments
April 2006 - June 2007 · 1 yr 2 mos
Next Financial Group, INC.
August 2005 - April 2006 · 8 mos
United Securities Alliance, INC.
March 2004 - August 2005 · 1 yr 5 mos
American General Securities Incorporated
September 2003 - February 2004 · 5 mos
The Advisors Group, INC.
April 2002 - July 2003 · 1 yr 3 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.