Robert L Sheets
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
17 yearsExperience
2 statesRegistered in
$138.7BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
17 years in the industry.
- Cambridge Investment Research Advisors, Inc.Jun 2022 to now
- Cambridge Investment Research, Inc.Jun 2022 to now
- Sheets Financial GroupJan 2018 to now
- Securities America Advisors, Inc.Jul 2020 to Jun 2022
- Securities America, Inc.Jul 2020 to Jun 2022
- Investacorp Advisory ServicesJan 2018 to Jul 2020
- Investacorp IncJan 2018 to Jul 2020
- Proequities IncDec 2017 to Jan 2018
- dba - Wmg Financial Advisors, LLCAug 2017 to Jan 2018
- Wmg Financial ServicesAug 2017 to Jan 2018
- Lincoln Financial Securities CorporationOct 2009 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2255862
- Firm CRD
- 134139