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Mark Larimore

32 Years of Experience
Plano, TX
Broker

Mark Larimore is a registered investment advisor at LPL Financial LLC, based in Plano, TX, with 32 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

5055 W Park Blvd Ste 400, Plano, TX, 75093

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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 Activities

Mark is the 100% owner of BrookeHope Holdings, LLC, formed for tax/investment purposes related to his office condo, and spends minimal time on it. He also dedicates full-time hours to Larimore Financial Group, LLC and WesMark Wealth Management, both DBAs for his LPL business.

Employment History
Current Registrations
LPL Financial LLC
February 2016 - Present · 10 yrs 3 mos
LPL Financial LLCBroker
July 2005 - Present · 20 yrs 10 mos
Previous Registrations
Edward JonesBroker
September 1993 - July 2005 · 11 yrs 10 mos
State Registrations25 states
ALARAZCACODCFLGAHIILKSMDMENCNENJNMNVNYOKORSDTXVAWY
AdvisorBrokerBoth

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.
Mark Larimore - Financial Advisor | TrueAdvisor