Robert E. Burks

FROST INVESTMENT SERVICES | Financial Consultant

COLLEGE STATION, TX 77845

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CRD#: 5850972

Professional summary

Robert Edward Burks, CFP®, who also goes by Robert E Burks, is a registered financial advisor currently at FROST INVESTMENT SERVICES located in College Station, Texas and FROST BROKERAGE SERVICES, INC. located in College Station, Texas.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Robert has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Biography

My process, my business beliefs, and my values are all centered on you and helping you work towards your financial goals.

Question & Answer

What are your service offerings?

Estate Planning

Retirement Planning

Investment Planning

Insurance Planning

Comprehensive Financial Planni...

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Robert E Burks

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) Investment For Retirement; Investment related; College Station, TX; Rental Properties; Partner; Started 07/2015; Approx. 3hrs/mo; Not during securities trading hrs; Assist in reviewing properties and future homes to possibly purchase. (2) Self; Not investment related; College Station, TX; Wild Life Control; Partner; Started 8/2023; Approx. 10hrs/mo; Not during securities trading hrs; Hunt and trap hogs to help in population control. (3) Self; Investment related; College Station, TX; Mining crypto currencies; Owner/Sole Proprietor; Started 3/2019; Approx. 5hrs/mo; Not during securities trading hrs; Make sure machines are up and running.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Edward Burks's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2016

Education

University of Texas at San Antonio

Master of Business Administration (MBA) - Finance

2013

University of Arkansas

Bachelor of Business Administration - Finance, Economics, and Accounting

2009

Experience

Current

August 22, 2025 - Present

FROST INVESTMENT SERVICES

Office #1: 4425 State Hwy 6 S, College Station, TX 77845

RIA

CRD#: 286129

COLLEGE STATION, TX

Current

August 22, 2025 - Present

FROST BROKERAGE SERVICES, INC.

Office #1: 4425 State Hwy 6 S, College Station, TX 77845

CRD#: 17465

COLLEGE STATION, TX

Past

March 31, 2025 - August 25, 2025

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

KATY, TX

Past

July 13, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

KATY, TX

Past

June 12, 2015 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

FRANKLIN, TN

Past

June 4, 2015 - August 25, 2025

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

KATY, TX

Past

June 23, 2014 - April 13, 2015

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

BRENTWOOD, TN

Past

June 6, 2014 - April 13, 2015

MML INVESTORS SERVICES, LLC

CRD#: 10409

BRENTWOOD, TN

Past

December 9, 2010 - May 6, 2014

USAA FINANCIAL PLANNING SERVICES

RIA

CRD#: 106352

ADDISON, TX

Past

November 6, 2010 - May 6, 2014

USAA FINANCIAL ADVISORS, INC.

CRD#: 129035

ADDISON, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FROST INVESTMENT SERVICES

FROST INVESTMENT SERVICES | FROST INVESTMENT SERVICES, LLC

CRD#: 286129 / SEC#: 801-108754

RIA

Registered Investment Advisory firm - (1/3/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Tennessee
(9/22/2025)

Texas
(8/22/2025)

IAR

Texas
(8/22/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/1/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/4/2010

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

FROST INVESTMENT SERVICES

FROST INVESTMENT SERVICES | FROST INVESTMENT SERVICES, LLC

CRD#: 286129 / SEC#: 801-108754

RIA

Registered Investment Advisory firm - (1/3/2017 Approved)

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Contact information

Main Address

111 West Houston Street, San Antonio, TX 78205

Mailing Address

Po Box 2538, San Antonio, TX 78299

Phone number

(210) 220-5000

Established

Firm type

Fiscal year end

# of Employees

177

SEC notice filing (28 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIS FORM ADV PART 2A 2025 (3/27/2025)

Regulatory assets under management

Total Number of Accounts	3,179
AUM (Assets Under Management)	$ 2,976,654,932

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/10/2024	Cover Page	Report
11/27/2023	Cover Page	Report
12/21/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Robert E. Burks

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Edward Burks's CRS (Customer Relationship Summary).

Certified licenses

Education

University of Texas at San Antonio

University of Arkansas

Experience

FROST BROKERAGE SERVICES, INC.

STRATEGIC ADVISERS LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

USAA FINANCIAL PLANNING SERVICES

USAA FINANCIAL ADVISORS, INC.

Primary Firm SEC Registration

FROST INVESTMENT SERVICES

State Registrations and Notice Filings

Exams

Series 66

Date: 12/1/2010

SIE

Date: 10/1/2018

Series 7

Date: 11/4/2010

FINRA

Current Firm

FROST INVESTMENT SERVICES

Contact information

SEC notice filing (28 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FROST INVESTMENT SERVICES

TRUST BUT VERIFY

Contact information

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