Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carla? Claim Your ProfileCarla June Cargle is a financial advisor with Ameritas Advisory Services, LLC. Carla has been in the industry since 1993 and holds the Series 6, 63 and 65 licenses. Carla offers financial planning, educational seminars, and portfolio management services for individuals, businesses, and pension plans. Carla also owns and operates Genesis One Wealth Builders, a firm that provides insurance and annuity products. Carla is a licensed independent insurance agent and is also the founder of The Financial Truth, an organization that provides inspirational books and messages.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
TX
11/01/2021 - Present
Ameritas Advisory Services, LLC (SUGARLAND TX)
TX
01/08/2004 - 06/07/2013
THE O.N. EQUITY SALES COMPANY (STAFFORD TX)
NE
10/31/2003 - 12/31/2003
AMERITAS INVESTMENT CORP. (LINCOLN NE)
MD
02/20/1998 - 10/31/2003
THE ADVISORS GROUP, INC. (BETHESDA MD)
TX
07/20/1994 - 03/11/1998
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
SD
11/23/1993 - 04/10/1995
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
GA
09/23/1993 - 11/22/1993
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 01/10/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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