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Amegy Wealth Advisors | LPL Financial

Robert A. Shelton

Senior Vice President | Wealth Advisor
Branch/Office Location
Amegy Tower
1717 West Loop South, 11th Floor
Houston, TX 77027

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.

 

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

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

The LPL Financial Registered Representatives associated with this site may discuss and/or transact securities business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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