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Shelley Camille Morrison-phelps

Sunbelt Securities, Inc.

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About Shelley Camille Morrison-phelps

Shelley Morrison-phelps has been in the financial services industry since 1993. Shelley is currently registered with Sunbelt Securities, Inc. in Texas. Prior to this, Shelley was registered with CHASE INVESTMENT SERVICES CORP., BANC ONE SECURITIES CORPORATION, DILLON - GAGE SECURITIES, INC., and INVEST FINANCIAL CORPORATION. Shelley specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

Shelley Morrison-phelps is currently registered with Sunbelt Securities, Inc.. Sunbelt Securities, Inc. is a corporation headquartered in Houston, Texas, that provides investment advisory services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. They offer portfolio management, financial planning, and selection of other advisors. The firm is registered with the SEC and has a total of $1.91 billion in regulatory assets under management.
Sunbelt Securities, Inc.

2700 POST OAK BLVD STE 1700

HOUSTON, TX 77056

$1.91B

Assets Under Management

1

Total Clients

80

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Shelley Morrison-phelps’s Registration & Firm History

TX

09/26/2012 - Present

Sunbelt Securities, Inc. (HOUSTON TX)

TX

07/06/2005 - 04/20/2012

CHASE INVESTMENT SERVICES CORP. (MESQUITE TX)

IL

01/09/1996 - 07/06/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

TX

10/11/1993 - 04/24/1995

DILLON - GAGE SECURITIES, INC. (ADDISON TX)

WI

06/28/1991 - 12/31/1992

INVEST FINANCIAL CORPORATION (APPLETON WI)

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Licenses & Designations

BC

Issued 07/08/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/14/2000

Series 7 - General Securities Representative Examination

BC

Issued 06/25/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Shelley Camille Morrison-phelps. Review regulatory record here.
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