Carla June Cargle

Employer firm

Ameritas Advisory Services, LLC CRD 317245

$13.7B regulatory AUM 1,086 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2006 → Present
  Genesis One Wealth Builders
  Sugar Land, TX
• 06/2013 → Present
  Ameritas Investment Corp
  Lincoln, NE
• 03/2006 → Present
  Ameritas Life Insurance Corp
  Lincoln, NE
• 08/2002 → Present
  The Financial Truth
  Sugar Land, TX
• 01/2016 → Present
  G1W Llc
  Stafford, TX
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 09/2023 → Present
  Women Go Swish
  Stafford, TX

Previous Registrations

• 2011-04-04 → 2012-12-07
  Novodyn Advisors Llc
  The Woodlands, TX
• 2004-11-04 → 2004-12-31
  On Investment Management Co
  Sugar Land, TX
• 2002-04-23 → 2003-12-31
  The Advisors Group, Inc.
  Houston, TX

Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * GENESIS ONE WEALTH BUILDERS; SAME AS BRANCH; INV REL; INSURANCE AND ANNUITIES; OWNER/CEO; START DATE=11/2006; HRS/MO=120; TRADING HRS/MO=100; ADVISE AND SELL LIFE INSURANCE, LTC, ANNUITIES, CONDUCT CLIENT REVIEWS * THE FINANCIAL TRUTH; SAME AS BRANCH; NON-INV REL; INSPIRATIONAL BOOKS AND MESSAGES; OWNER; START DATE=08/2002; HRS/MO=8; TRADING HRS/MO=0; WRITE BOOKS AND INSPIRATIONAL MESSAGES * G1W LLC; same as residence; non-inv rel; healthy snack vending machines; owner; start date=01/2016; hrs/mo=16; trading hrs/mo=4; stock and restock vending machines, buy product * Wealth Builders Publishing House; same as residence; non-inv rel; publishes the books written under The Financial Truth, publishes wealth empowerment books; Owner/Author; start date=05/2019; hrs/mo=8; trading hrs/mo=0; I write the books that are published * Institute for Wealthy and Abundant Living; same as branch; non-inv rel; The Financial Truth is providing online learning courses for holistic wealth; Founder; start date=11/2021; hrs/mo=6; trading hrs/mo=0; courses provided via online learning platform, course material is content from The Financial Truth; National Association of Insurance And Financial Advisors; 2901 Telestar Court, Falls Church, VA 22042; non-inv rel; Financial Advisor association; Member; start date=11/2021; hrs/mo=0; trading hrs/mo=0; No specific duties * Women Go Swish; non inv rel; same as branch; Fashion conscious women's athletic wear; Owner; start date=09/2023; hrs/mo=10; trading hrs/mo=0; No day to day responsibilities

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-01-10
• S63 Uniform Securities Agent State Law Examination
  1993-09-22

Other Names

• Carla J Cargle