Shelby Aughtry

Finance

Consumer Services

Profile

Ms. Shelby Aughtry is Investment Research Associate at Burns Wealth Management, Inc. She joined Burns Wealth Management.
Ms. Aughtry graduated from the University of Oklahoma's Price College of Business in 2012 with a Bachelor of Business Administration degree in Finance.

Former positions of Shelby Aughtry

Companies	Position	End
Burns Wealth Management, Inc. Burns Wealth Management, Inc. Investment ManagersFinance Founded in 2002, Burns Wealth Management, Inc. is a registered investment advisor headquartered in Oklahoma City, Oklahoma. In September 2011, Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. In March 2013, Exencial Wealth Advisors acquired Investors Asset Management, Inc. Their clients may choose Exencial Wealth Advisors to manage all or a portion of their assets through Genworth Financial Wealth Management, Inc. Exencial Wealth Advisors provides investment advice and manages wealth management accounts for high net-worth individuals, pension and profit sharing plans, trusts, estates, municipalities, corporations and business entities.	Analyst-Equity	2014-12-31

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Training of Shelby Aughtry

University of Oklahoma

Undergraduate Degree

Experiences
Positions held

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Inactive

Listed companies

Private companies

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Connections

1st degree connections

1st degree companies

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Female

Members of the board

Executives

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Linked companies

Private companies	1
Burns Wealth Management, Inc. Burns Wealth Management, Inc. Investment ManagersFinance Founded in 2002, Burns Wealth Management, Inc. is a registered investment advisor headquartered in Oklahoma City, Oklahoma. In September 2011, Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. In March 2013, Exencial Wealth Advisors acquired Investors Asset Management, Inc. Their clients may choose Exencial Wealth Advisors to manage all or a portion of their assets through Genworth Financial Wealth Management, Inc. Exencial Wealth Advisors provides investment advice and manages wealth management accounts for high net-worth individuals, pension and profit sharing plans, trusts, estates, municipalities, corporations and business entities.	Finance