SC
CFP
SC
CFP

Shannon Dawn Carter

18 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningHigh Net WorthCharitable Giving
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
8 clients
Average Client Portfolio
$68.0M average
Assets Under Management
$544.1M
Loading...

Location

5100 N Classen Boulevard, Suite 620, Oklahoma City, OK, 73118

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Investrust Consulting, LLC
September 2007 - Present · 18 yrs 5 mos
State Registrations2 states
OKTX
Advisor
Exams
No exam information available for this advisor.