Robert Burks is a registered investment advisor, based in Houston, TX, with 25 years of industry experience.
Location
1400 Post Oak Blvd, Suite 150, Houston, TX, 77056
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Regulatory History (2)
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Employment Separation After Allegations
November 2005Criminal
February 1992Final Disposition
Other Business Activities
Robert works as a financial advisor for Green Financial Group since 2021, dedicating about half of his time to this role. This activity is not investment-related.
Employment History
Current Registrations
Raymond James Financial Services, INC.
June 2018 - Present · 7 yrs 11 mos
Raymond James Financial Services Advisors, INC
June 2018 - Present · 7 yrs 11 mos
Raymond James Financial Services, INC.Broker
June 2018 - Present · 7 yrs 11 mos
Previous Registrations
J.P. Morgan Securities LLC
October 2012 - June 2018 · 5 yrs 8 mos
J.P. Morgan Securities LLCBroker
October 2012 - June 2018 · 5 yrs 8 mos
Chase Investment Services CORP.
January 2006 - October 2012 · 6 yrs 9 mos
Chase Investment Services CORP.Broker
December 2005 - October 2012 · 6 yrs 10 mos
Chase Investment Services CORP.
December 2005 - December 2005 · 0 mos
Wells Fargo Investments, LLC
October 2004 - November 2005 · 1 yr 1 mo
Wells Fargo Investments, LLCBroker
October 2004 - November 2005 · 1 yr 1 mo
Banc of America Investment Services, INC.
October 2002 - October 2004 · 2 yrs
Banc of America Investment Services, INC.Broker
October 2002 - October 2004 · 2 yrs
Farmers Financial Solutions, LLCBroker
February 2002 - October 2002 · 8 mos
Morgan Stanley Dw INC.Broker
August 2000 - January 2002 · 1 yr 5 mos
State Registrations8 states
AZCOINKSMNMSTXVA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.