Amegy Wealth Advisors | LPL Financial
Robert A. Shelton
Senior Vice President | Wealth Advisor
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Robert A. Shelton
Senior Vice President | Wealth Advisor
- B.S. Business Administration | Washington & Lee University, Phi Beta Kappa, Magna Cum Laude
- Series 7, Series 24, Series 63 registrations held with LPL Financial and Life & Health Insurance licensed
- Chartered Financial Analyst® (CFA®), Chartered Alternative Investment Analyst® (CAIA®)
Professional Background
Robert joined Amegy Bank in 2012 and provides comprehensive advice to high- net-worth and ultra high-net-worth individuals, families and foundations. He previously served as an advisor for JP Morgan Securities and Kanaly Trust. Prior to that, he served as a Senior Portfolio Manager for AIM Investments, overseeing large cap core strategies and a financial services sector fund.
Robert currently serves as a Chapter Executive for the CAIA® Society of Houston and he has been an active member of the Houston Society of Financial Analysts since 2001.
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Products and Services I specialize in:
Securities and Advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Amegy Bank, a division of Zions Bancorporation, N.A., and Amegy Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Amegy Wealth Advisors, and may also be employees of Amegy Bank, a division of Zions Bancorporation, N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Amegy Bank, a division of Zions Bancorporation, N.A. or Amegy Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency |
Not Bank Guaranteed | May Lose Value |
| Not Bank Deposits or Obligations | ||
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