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David Ray Carpenter

INVESTRUST CONSULTING, LLC·OKLAHOMA CITY, Oklahoma
SIE, Series 6, Series 26Clean recordINVESTRUST CONSULTING, LLC
5100 N CLASSEN BOULEVARD, OKLAHOMA CITY, OK 73118CRD# 1697710Firm CRD# 108037

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Ray Carpenter · OKLAHOMA CITY, OK
Registration
CRD #1697710 · INVESTRUST CONSULTING, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 26
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
INVESTRUST CONSULTING, LLC
CRD 108037 · SEC 801-55942
AUM
$563M
Regulatory assets under management
Employees
9
11 client accounts
Services offered by INVESTRUST CONSULTING, LLC
Per Form ADV
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Nonprofits & Foundations
View all advisors at INVESTRUST CONSULTING, LLC →
Introduction

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Frequently Asked Questions

What services does David Ray Carpenter offer?
David Ray Carpenter specializes in Wealth Management. Contact their office in OKLAHOMA CITY, Oklahoma for a consultation.
What are David Ray Carpenter's credentials?
David Ray Carpenter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Ray Carpenter located?
David Ray Carpenter is based in OKLAHOMA CITY, Oklahoma, working with INVESTRUST CONSULTING, LLC. Their office serves clients in the OKLAHOMA CITY metropolitan area and surrounding communities.
How does David Ray Carpenter charge for services?
David Ray Carpenter's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage of assets under advisement-consulting. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INVESTRUST CONSULTING, LLC?
INVESTRUST CONSULTING, LLC has approximately 9 employees and manages $563M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at INVESTRUST CONSULTING, LLC

David Lee Thompson
OKLAHOMA CITY, OK
Shannon Dawn Carter
OKLAHOMA CITY, OK
Mark Thomas Williams
OKLAHOMA CITY, OK

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oklahoma
TULSA (131)EDMOND (16)BARTLESVILLE (13)DURANT (6)ARDMORE (5)PONCA CITY (3)BETHANY (3)CLINTON (1)NORMAN (1)ADA (1)
City Guides
TULSA GuideEDMOND GuideBARTLESVILLE GuideDURANT GuideARDMORE Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
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