Carl Larimore, financial advisor Dallas TX

Carl Larimore

CRD Number: 6249426
Current Firm: Pegasus Advisors, LLC
Compensation Model: Fee Only

Carl Larimore (CRD# 6249426) is an Investment Advisor Representative working at Pegasus Advisors in Dallas, TX and has over 3 years of experience in the finance industry. Carl Larimore has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Pegasus Advisors Dallas, TX Jan 2016 - Current 5
Baldwin & Associates Melbourne, FL Jul 2013 - Jan 2016 2
Student San Angelo, TX Sep 2003 - May 2013 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2013
Contact Info for Carl A. Larimore
Phone Number: (877) 799-4647
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

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