Shannon CarterCRD Number: 5345182
Current Firm: Investrust Consulting, LLC
Shannon Carter (CRD# 5345182) is an Investment Advisor Representative working at Investrust Consulting, LLC in Oklahoma City, OK and has over 10 years of experience in the finance industry.
Lpl Financial LLC
Mark I Asset Management, Ltd
Heritage Institutional Services, LLC
|Asset Services Company||Oklahoma City, OK||Oct 2004 - Current||13|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2007|
Total Assets Under Management612MILLIONS
Total Number of Accounts11ACCOUNTS
Average Account Value$55,599,874
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
LA, OK, TX
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