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Debra Dawn Shannon

VERITAS INDEPENDENT PARTNERS, LLC·CONWAY, Arkansas
VERITAS INDEPENDENT PARTNERS, LLC
2201 WASHINGTON AVENUE, CONWAY, AR 72032CRD# 5021297Firm CRD# 169291

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Debra Dawn Shannon · CONWAY, AR
Registration
CRD #5021297 · VERITAS INDEPENDENT PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Debra Dawn Shannon is a registered financial advisor based in CONWAY, Arkansas, affiliated with VERITAS INDEPENDENT PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
VERITAS INDEPENDENT PARTNERS, LLC
TRUTORO
AUM
$139M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at VERITAS INDEPENDENT PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5021297
Firm CRD# 169291
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Debra Dawn Shannon offer?
Debra Dawn Shannon specializes in Financial Planning, Investment Management. Contact their office in CONWAY, Arkansas for a consultation.
What are Debra Dawn Shannon's credentials?
Debra Dawn Shannon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Debra Dawn Shannon located?
Debra Dawn Shannon is based in CONWAY, Arkansas, working with VERITAS INDEPENDENT PARTNERS, LLC. Their office serves clients in the CONWAY metropolitan area and surrounding communities.
How does Debra Dawn Shannon charge for services?
Debra Dawn Shannon's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VERITAS INDEPENDENT PARTNERS, LLC?
VERITAS INDEPENDENT PARTNERS, LLC has approximately 15 employees and manages $139M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VERITAS INDEPENDENT PARTNERS, LLC

Robert Thomas Mikkelsen
CONWAY, AR
Katherine Alice Anderson
CONWAY, AR
Rebecca Gail Murdoch
CONWAY, AR

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Arkansas
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City Guides
LITTLE ROCK GuideROGERS GuideFAYETTEVILLE GuideNORTH LITTLE ROCK GuideBENTONVILLE Guide
Research
Advisor Fees in ArkansasNational Fee Analysis
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