Carl
Larimore

Mercer Global Advisors Inc

CRD#6249426
Investment Advisor
in Dallas, TX

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About this Advisor

Carl Larimore is a certified financial planner based out of Dallas, Texas with a total of 7 years of relevant experience. Larimore currently works for Mercer Global Advisors Inc. Throughout their career, Larimore has worked at Baldwin & Associates, Student, Pegasus Advisors and Mercer Global Advisors Inc. Larimore maintains a Series 65 license, designating them as an investment advisor representative, and is approved to advise clients in Oklahoma and Texas. Mercer Global Advisors Inc is an advisory business based out of Denver, CO. The firm has offices in 80 locations and a total of 900 financial advisors. It handles $35 billion in assets under management among its 76,213 customer accounts, placing it among the largest firms in the nation by assets under management. The firm advises 89 charities and foundations. Of its 76,213 client accounts, 34% belong to high-net-worth clients who have at least $1 million in assets. Mercer Global Advisors Inc offers a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees for financial advisory services largely are based on which services the firm provides the client. Fees billed by Mercer Global Advisors Inc most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4851 Lyndon B. Johnson Freeway Suite 700
Dallas, TX 75244

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Mercer Global Advisors Inc Brokerage Details

Total Assets Under Management

$35,141,673,366

TX Average: $2,349,664,866
Total Number of Employees

900

TX Average: 28
Total Number of Accounts

76,213

TX Average: 1,101
Average Account Size

$461,098

TX Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Carl Larimore Work History

Carl has been registered as a financial advisor for 7 years.*

2021 - Present (3 years)

Mercer Global Advisors Inc

2019 - 2021 (2 years)

Mercer Global Advisors Inc

2016 - 2016 (< 1 year)

Pegasus Advisors

2016 - 2019 (3 years)

Mercer Global Advisors Inc

2013 - 2016 (3 years)

Baldwin & Associates

2003 - 2013 (10 years)

Student

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Carl Larimore to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mercer Global Advisors Inc

John Walker
Denver, CO
Eric Frampton
Walnut Creek, CA
Korina Kaio-Maddox
Denver, CO
Tabetha Meier
Denver, CO
Justin Shane
Santa Barbara, CA
Kristen Comeau
Denver, CO
James Taylor
Denver, CO
Timothy Kallas
Walnut Creek, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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