Carl Larimore

Sr. Wealth Advisor, Director

Carl Larimore



Director Carl began his career in the financial services industry in 2013. Prior to joining Mercer Advisors, he gained valuable experience as a financial advisor at Pegasus Advisors and as a financial planner at Baldwin & Associates. Carl enjoys helping his clients establish and achieve their financial planning goals, and in his free time enjoys coaching youth soccer and going to sporting events. He graduated from Angelo State University with a Bachelor of Business Administration degree, earned his Master of Science degree in Personal Financial Planning from Texas Tech University, and in 2023 received a Master’s of Business Administration from Auburn University. Carl is a member of the Financial Planning Association, The Dallas Estate Planning Council, and the Texas Guardianship Association. He also holds the FINRA Series 65 License and is a CERTIFIED FINANCIAL PLANNER™ professional.


122 SW Frank Phillips Boulevard
Suite C
Bartlesville, Oklahoma 74003

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Dallas – Park Cities

8117 Preston Road
# 700
Dallas, Texas 75225

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Ponca City

412 S 14th St.

Ponca City, Oklahoma 74601

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