Todd Sheets, financial advisor Urbana IL

Todd Sheets

CRD Number: 4679787
Current Firm: Raymond James Financial Services Advisors, Inc.

Todd Sheets (CRD# 4679787) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Urbana, IL and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Busey Bank Urbana, IL Nov 2018 - Current 5
Busey Investment Services Urbana, IL Oct 2018 - Current 5
Busey Investment Services Urbana, IL Oct 2018 - Current 5
N/a - Executor Mahomet, IL Nov 2014 - Current 9
N/a - Executor Urbana, IL Jan 2014 - Current 10
Raymond James Financial Services Advisors, Inc. Urbana, IL Jan 2009 - Current 15
Raymond James Financial Services Urbana, IL Sep 2004 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2004
S65 NASAA Investment Advisors Law Examination Sep 2007
Contact Info for Todd A. Sheets
Phone Number: 727-567-3020
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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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