Shelton Financial Group
Securities Offered Through LPL Financial
OUR SERVICES
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Cash flow analysis
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Long-term care and security
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Cash management programs for small business
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Mortgage-backed securities
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Corporate 401(k), retirement plan & investment management
ABOUT US
At Shelton Financial Group, we have decades of experience in the financial services industry. Our founder, Jim Shelton, has worked over 40 years in the business and has a wealth of knowledge that he brings to the table. He has a long history of trust banking, tax preparation, trust and estate administration, and estate planning activities.
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Prior to joining LPL in 1997 as an Investment Advisor Representative and Principal, he was associated with Merrill Lynch, Pierce, Fenner & Smith as a Senior Financial Consultant and with Merrill Lynch Trust Company of Texas as Vice President and Senior Trust Officer. He holds Series 7, 24, 31, 51, 63, 65 and AP securities registrations and is Group 1 Texas Insurance licensed.
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Mr. Shelton graduated from TCU with a BBA, emphaisis in finance, and SMU's Southwestern Graduate School of Banking as a Trust Major.
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Awards
&
Accolades
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Member of the Dallas Estate Planning Council
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TCU Alumni Association
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TCU Dallas Alumni Board
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Phi Delta Theta Alumni
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Texas Monthly Five Star Wealth Manager 2009 through 2023
LET'S TALK
JAMES R. SHELTON
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LPL Financial
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6303 Meadow Rd.
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Dallas, TX. 75230
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