Lisa Shelton (CRD# 2988735) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in San Antonio, TX and has over 12 years of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 5324995
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Investment Services, LLC | San Antonio, TX | Mar 2022 - Current | 2 |
| Kestra Advisory Services, LLC | San Antonio, TX | Mar 2022 - Current | 2 |
| Edward Jones | St Louis, MO | Nov 2014 - Mar 2022 | 7 |
| American Funds Distributors, Inc. | San Antonio, TX | Mar 2011 - Nov 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2011 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2013 |
- TX
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Total Assets Under Management48,324MILLIONS
-
Total Number of Accounts140,425ACCOUNTS
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Average Account Value$344,129
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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