Robert Shelton is a CFA-designated registered investment advisor at LPL Financial LLC, based in Houston, TX, with 13 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1717 West Loop South, 11th Fl, Houston, TX, 77027
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert works for Amegy Wealth Advisors as a DBA for LPL Business, dedicating about a quarter of his time. He also works as a Relationship Manager for Zions Bank, spending minimal time on this role.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Zions Capital Advisors, INC.
Zions Direct, INC.Broker
Amegy Investments, INC.Broker
Amegy Investments, INC.
J.P. Morgan Securities INC.Broker
Cs First Boston CorporationBroker
State Registrations6 states
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