Shannon Dawn Carter
Investment adviser representative at Investrust Consulting, LLC
22 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$588.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
22 years in the industry.
- Investrust Consulting, LLCOct 2004 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
Investrust Consulting, LLC
$588.2MAssets managed
8Clients
7Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5345182
- Firm CRD
- 108037