Robert Burks is a CFP-designated registered investment advisor, based in San Antonio, TX, with 15 years of industry experience.
Location
111 West Houston Street, San Antonio, TX, 78205
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Robert mines cryptocurrency, dedicating minimal time to this activity. He also owns rental properties, spending minimal time on purchasing and due diligence.
Employment History
Current Registrations
Frost Brokerage Services, INC.
August 2025 - Present · 9 mos
Frost Investment Services
August 2025 - Present · 9 mos
Frost Brokerage Services, INC.Broker
August 2025 - Present · 9 mos
Previous Registrations
Strategic Advisers LLC
March 2025 - August 2025 · 5 mos
Fidelity Personal and Workplace Advisors
July 2018 - March 2025 · 6 yrs 8 mos
Strategic Advisers LLC
June 2015 - July 2018 · 3 yrs 1 mo
Fidelity Brokerage Services LLCBroker
June 2015 - August 2025 · 10 yrs 2 mos
MML Investors Services, LLC
June 2014 - April 2015 · 10 mos
MML Investors Services, LLCBroker
June 2014 - April 2015 · 10 mos
USAA Financial Planning Services
December 2010 - May 2014 · 3 yrs 5 mos
USAA Financial Advisors, INC.Broker
November 2010 - May 2014 · 3 yrs 6 mos
State Registrations1 state
TX
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.