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Our financial advice team


Shehzad D. Khan

Shehzad D. Khan

Financial Advisor

Managing Director
Khan Lyon Rosin & Associates
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Investments
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Women's Financial Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Charitable Giving

Interests

  • My hobbies and passions revolve around finance literature, physical fitness and motorsports.

Awards & recognition

  • Five Star Wealth Manager, 2012, 2014, 2015, 2016, 2019 & 2020
  • Ameriprise Circle of Success, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019 & 2020
  • Ameriprise Diamond Ring , 2017

Qualifications

  • Series 7 -General Securities Representative
  • Series 9-NYSE General Securities Sales Supervisor-Options
  • Series 10-NYSE General Securities Sales Supervisor-General
  • Series 52 - Municipal Securities Representative
  • Series 63 -Uniform Securities Agent State Law
  • Series 65 -Uniform Registered Investment Advisor Law
  • Series 31 -Futures-Managed Funds
  • Life, Accident,Heath,& HMO

Education

  • Trinity University, San Antonio, TX., Business Administration 1996
Newsletter

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Community participation

  • St. Thomas High School
  • HISD PTO – Active member and donor
  • Houstonian Hotel & Club -Resident Member