Shannon
Carter
Investrust Consulting, LLC
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About this Advisor
Shannon Carter is a certified financial planner working out of Oklahoma City, Oklahoma, who has 16 years of relevant experience. Carter is an employee of Investrust Consulting, LLC. They have been an employee of Investrust Consulting, Llc for the entirety of their career. Carter has a Series 65 license, which qualifies them as an investment advisor representative, and is approved to operate in Oklahoma and Texas. Investrust Consulting, LLC is an advisory firm operating out of Oklahoma City, OK. It oversees $523 million in total assets between its 11 client accounts, placing it among the larger firms in the United States by assets under management. The firm provides financial advisory services to eight charitable organizations. Investrust Consulting, LLC provides a number of services, such as portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Financial advisory fee schedules usually are based on which services the firm provides the client. However, fees charged by Investrust Consulting, LLC most likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Investrust Consulting, LLC Brokerage Details
$522,558,270
10
11
$47,505,297
Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Shannon Carter Work History
Shannon has been registered as a financial advisor for 16 years.*
Investrust Consulting, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Shannon Carter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Investrust Consulting, LLC
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
