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Investment Management and Brokerage Services

Amegy Wealth Advisors

Investment Management and Brokerage Services

Advisory and Brokerage Services Offered by the Financial Consultants at Amegy Wealth Advisors

The representatives of Amegy Wealth advisors are registered with LPL Financial, the largest independent broker dealer in the nation*. Being independent means that there are no proprietary products and our advisors are able to be authentic in their investment recommendations. Our Wealth Advisors' only motivation in developing your wealth management strategies is to offer professional counsel that is in your - and only your interest.

By coming to understand the complexities of your personal, business and family finances, our advisors are better able to help you identify and pursue your wealth management goals.

We offer access to the following services:

Wealth Planning
Investment Management
Insurance

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

*As reported by Financial Planning Magazine, June 1996 - 2018, based on total revenue.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance and annuity products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Zions Bancorporation, N.A. deposits and are not FDIC insured. These products are not obligations of the Zions Bancorporation, N.A. and are not endorsed, recommended or guaranteed by Zions Bancorporation, N.A. or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

Amegy Bank, a division of Zions Bancorporation, N.A., and Amegy Wealth Advisors are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: TX

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Amegy Wealth Advisors

Investment Management and Brokerage Services

Advisory and Brokerage Services Offered by the Financial Consultants at Amegy Wealth Advisors

We offer access to the following services: