Shannon Dugger
Shannon Dugger is a registered investment advisor at Integrity Advisory Solutions, based in Edmond, OK, with 12 years of industry experience. Shannon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,427 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrity Advisory Solutions offers investment management through the IAS Edge Program. The total fee includes a program fee (up to 0.35% annually), an advisor fee (up to 2.00% annually), and potentially a third-party sub-advisor fee. Fees are typically charged quarterly in advance. There is no minimum account size. They also offer a Third-Party Retirement Account Program with fees detailed in the advisory agreement, billed monthly or quarterly.
Location
416 W 15th St, Building 500, Suite A, Edmond, OK, 73013
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Shannon is a Regional Sales Director at The Assurance Group, focusing on fixed insurance products. This role involves insurance consulting, planning, selling, recruiting, and business management of sales, taking up Shannon's full-time.
Employment History
Current Registrations
Integrity Advisory Solutions
Previous Registrations
Alphastar Capital Management
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Regulus Advisors, LLCBroker
Woodbury Financial Services, INC.Broker
Proequities, INC.Broker
Uvest Financial Services Group, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.