Amegy Wealth Advisors | LPL Financial
Robert A. Shelton
Senior Vice President | Wealth Advisor
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Branch/Office Location
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 Zions Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Zions Wealth Advisors are also employees of Zions Bancorporation. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Zions Bancorporation or Zions Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency |
Not Bank Guaranteed |
Not Bank Deposits or Obligations |
May Lose Value |
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