Mark Alan Larimore

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 07/2005 → Present
  Lpl Financial, Llc
  Dallas, TX

Other Businesses

(1) 03/02/2009: PTOP Property Owners Association, Inc. - For-Profit Board Member - NOT INV REL - At Reported Business Location(s) - As one of the office condo owners, I have been asked (again) to serve on the board of Property Owners Association for a two year term, beginning 3-11-09. Possibly as president or secretary, but not as treasurer. - 1% Time Spent (2) 11/02/2015: Larimore Financial Group, LLC - DBA for LPL Business (entity for LPL business) - INV REL - At Reported Business Location(s) - Start 07/05/2005 - 40 Hr/Mo; 35 Hours During Securities Trading (3) 07/27/2016: WesMark Wealth Management - DBA for LPL Business (entity for LPL business) - INV REL - At Reported Business Location(s) - Start 09/06/2016 - Re-branding my practice's DBA name to WesMark Wealth Management. Formerly known as Larimore Financial Group LLC. I own 100%. Not a registered insurance agency or RIA. - 160 Hr/Mo; 140 Hours During Securities Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-02-16
• S63 Uniform Securities Agent State Law Examination
  1993-07-30

Other Names

• Mark Larimore