Primerica Advisors
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Top advisor by experience in Maryville
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Robert Sheets
Full name on record: Robert L Sheets
Financial advisor at Cambridge Investment Research Advisors
Robert Sheets has worked in the financial industry for 34 years and is a fiduciary financial advisor based in Maryville, Tennessee. After two years at Securities America Advisors and two years at Investacorp Advisory Services, Robert joined Cambridge Investment Research Advisors in 2022, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 55 advisors with offices in Maryville, and one of 49 fiduciaries.
At a glance
Experience34 years (since 1992)
How that compares ?Top 9% by experience in Maryville
Office679 Morganton Square Dr., Maryville, TN 37801
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$378,281
Advisors at the firm3,917
States licensed ?2 states
Services through Cambridge Investment Research Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowCambridge Investment Research Advisors, Inc.Current firm
- Jul 2020 – Jun 2022Securities America Advisors, Inc.Previously
- 2018 – 2020Investacorp Advisory Services Inc.Previously
- Aug 2017 – Feb 2018WMG Financial Advisors, LLCPreviously
- 2011 – 2017Osaic FS, Inc.Previously
- 2004 – 2009SSN Advisory, Inc.Previously
Contact Robert
679 Morganton Square Dr.Maryville, TN 37801Office · Get directions Firm main line(641) 472-5100Headquarters: Cambridge Investment Research Advisors · Fairfield, IA Instagram pageCambridge Investment Research Advisors
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Cambridge Investment Research Advisors at (641) 472-5100 and ask for Robert Sheets. Robert works from the Maryville, TN office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1992, about 34 years. Top 9% by experience in Maryville.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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