Unclaimed Profile

Robert Andrews Shelton

AMEGY INVESTMENTS, INC.·HOUSTON, Texas

SIE, Series 7, Series 24, Series 63CFAClean record11 years registeredAMEGY INVESTMENTS, INC.

4400 POST OAK PARKWAY, HOUSTON, TX 77027-3421CRD# 2561167Firm CRD# 120145

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Andrews Shelton · HOUSTON, TX

Registration

CRD #2561167 · AMEGY INVESTMENTS, INC. · 11 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Jul 2016 – present

ZIONS CAPITAL ADVISORS, INC.

Jan 2016 – Jul 2016

Houston, TX

AMEGY INVESTMENTS, INC.

Nov 2014 – Dec 2015

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · November 3, 2014

Years registered · 11

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AMEGY INVESTMENTS, INC.

CRD 120145 · SEC 801-61121

AUM

$2.0B

Regulatory assets under management

Employees

186 client accounts

Services offered by AMEGY INVESTMENTS, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at AMEGY INVESTMENTS, INC. →

Introduction

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Frequently Asked Questions

What services does Robert Andrews Shelton offer?

Robert Andrews Shelton specializes in Investment Management, Wealth Management. Contact their office in HOUSTON, Texas for a consultation.

What are Robert Andrews Shelton's credentials?

Robert Andrews Shelton holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Robert Andrews Shelton located?

Robert Andrews Shelton is based in HOUSTON, Texas, working with AMEGY INVESTMENTS, INC.. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Robert Andrews Shelton charge for services?

Robert Andrews Shelton's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AMEGY INVESTMENTS, INC.?

AMEGY INVESTMENTS, INC. has approximately 36 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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