Tatum Sheets, financial advisor Baltimore MD
90 score

Tatum Sheets

CRD Number: 6202678
Current Firm: T. Rowe Price Advisory Services, Inc.

Tatum Sheets (CRD# 6202678) is an Investment Advisor Representative working at T. Rowe Price Advisory Services, Inc. in Baltimore, MD and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
T. Rowe Price Owings Mills, MD May 2013 - Current 4
Complete Document Solutions Frederick, MD Jan 2011 - May 2013 2
Charlotte Russe, Inc. Frederick, MD Apr 2010 - Apr 2013 3
Pb Dye Golf Club Frederick, MD Mar 2004 - Jul 2011 7
Salisbury University Salisbury, MD Aug 2006 - May 2010 3
Urbana High School Frederick, MD Aug 2002 - May 2010 7
Charlotte Russe, Inc. Salisbury, MD Aug 2007 - Jan 2010 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2014
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Tatum E. Sheets
Phone Number: 410-345-2000
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    4
    MILLIONS
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $90,573
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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