Shelley Camille Morrison-Phelps

Employer firm

Sunbelt Securities, Inc. CRD 42180

$2.64B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2012 → Present
  Sunbelt Securities Inc
  Houston, TX

Previous Registrations

• 2005-07-06 → 2012-04-20
  Chase Investment Services Corp.
  Mesquite, TX
  Mesquite, TX
  Mesquite, TX
• 2004-11-30 → 2005-07-06
  Banc One Securities Corporation
  Dallas, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-07-08

Other Names

• Shelley Iversen
• Shelley Camille Morrison