Robert Sheets
Robert Sheets is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Maryville, TN, with 33 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
679 Morganton Square Dr., Maryville, TN, 37801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is an owner of Sheets Phillips Developers GP since 2002, spending about 10-20% of his time on real estate and trading. He is also President of Morganton SQ Rob Sheets Gen Partnership since 2023, dedicating a few hours per week to real estate and trading, and an IAR with Sheets Financial Group since 2022, spending about half his time on money management and trading.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Investacorp Advisory Services INC
Investacorp, INC.Broker
Proequities, INC.Broker
Wmg Financial Advisors, LLC
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Genworth Financial Securities CorporationBroker
Ssn Advisory, INC.
Securities Service Network, INC.Broker
Franklin Financial Services CorporationBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.