Robert Sheets (CRD# 2255862) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Maryville, TN and has over 31 years of experience in the finance industry.
CRD# 5686846
Primerica Advisors
CRD# 4511877
Ubs Financial Services Inc.
CRD# 2790169
Silver Oak Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | Jun 2022 - Current | 1 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jun 2022 - Current | 1 |
| Sheets Financial Group | Maryville, TN | Jan 2018 - Current | 6 |
| Securities America, Inc. | Maryville, TN | Jul 2020 - Jun 2022 | 1 |
| Securities America Advisors, Inc. | Maryville, TN | Jul 2020 - Jun 2022 | 1 |
| Investacorp Inc. | Miami, FL | Jan 2018 - Jul 2020 | 2 |
| Investacorp Advisory Services | Miami, FL | Jan 2018 - Jul 2020 | 2 |
| Proequities Inc. | Maryville, TN | Dec 2017 - Jan 2018 | < 1 |
| Wmg Financial Services | Maryville, TN | Aug 2017 - Jan 2018 | < 1 |
| Dba - Wmg Financial Advisors, LLC | Maryville, TN | Aug 2017 - Jan 2018 | < 1 |
| Lincoln Financial Securities Corporation | Maryville, TN | Oct 2009 - Dec 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1992 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2011 |
- TN
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Market timing services
- Educational seminars/workshops
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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