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Shannon Dawn Carter

Investrust Consulting, LLC

Oklahoma City, OK

CRD 5345182

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Employer firm

Investrust Consulting, LLC CRD 108037

$588M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars
  • BOOK KEEPING, INVESTMENT CONSULTING SERVICES INCLUDING ASSET ALLOCATION STRATEGY, INVESTMENT OBJECTIVES, PERFORMANCE MEASUREMENT

From the firm’s Form ADV. Read the guides:

Current Employers
Investrust Consulting, Llc

5100 N Classen Boulevard Suite 620, Oklahoma City, OK 73118 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2013-03-04
OK RA APPROVED 2007-09-10
  • TX RA
    APPROVED_RES
    Since 2013-03-04
  • OK RA
    APPROVED
    Since 2007-09-10

Branch Locations

5100 N Classen Boulevard Suite 620, Oklahoma City, OK 73118 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Investrust Consulting, Llc Oklahoma City OK 10/2004 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-09-07
  • S65 Uniform Investment Adviser Law Examination
    2007-09-07
Designations
  • Certified Financial Planner

View on SEC IAPD

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