Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Andrews Shelton is a financial advisor with LPL Financial LLC, a large firm with a nationwide presence. Robert has over 12 years of experience in the financial services industry. His previous experience includes roles at Zions Direct, Inc., Amegy Investments, Inc., J.P. Morgan Securities Inc., and CS First Boston Corporation. Robert has a broad range of experience in the financial services industry and is licensed to provide investment advice in multiple states, including Texas, Oregon, Hawaii, Arkansas, New Mexico, and Georgia. Robert holds multiple licenses and certifications including Series 63, Series 24, and Series 7. He is also a CFA charter holder.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
07/18/2016 - Present
LPL Financial LLC (HOUSTON TX)
UT
01/06/2016 - 07/22/2016
ZIONS DIRECT, INC. (SALT LAKE CITY UT)
TX
02/10/2015 - 12/31/2015
AMEGY INVESTMENTS, INC. (HOUSTON TX)
NY
03/09/2005 - 03/31/2006
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
11/30/1994 - 10/09/1995
CS FIRST BOSTON CORPORATION (NEW YORK NY)
BC
Issued 09/16/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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