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Shannon Dawn Carter

INVESTRUST CONSULTING, LLC·OKLAHOMA CITY, Oklahoma
Series 65Clean record18 years registeredINVESTRUST CONSULTING, LLC
5100 N CLASSEN BOULEVARD, OKLAHOMA CITY, OK 73118CRD# 5345182Firm CRD# 108037

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Shannon Dawn Carter · OKLAHOMA CITY, OK
Registration
CRD #5345182 · INVESTRUST CONSULTING, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

INVESTRUST CONSULTING, LLC
Sep 2007 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · September 10, 2007
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

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 →
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05

Frequently Asked Questions

What services does Shannon Dawn Carter offer?
Shannon Dawn Carter specializes in Wealth Management. Contact their office in OKLAHOMA CITY, Oklahoma for a consultation.
What are Shannon Dawn Carter's credentials?
Shannon Dawn Carter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shannon Dawn Carter located?
Shannon Dawn Carter 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 Shannon Dawn Carter charge for services?
Shannon Dawn Carter'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
Mark Thomas Williams
OKLAHOMA CITY, OK
David Ray Carpenter
OKLAHOMA CITY, OK

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Nearby cities in Oklahoma
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Research
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