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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Charles Burks is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Houston, Texas. Robert Burks has been in the financial services industry for over 20 years and has a broad range of experience. Robert Burks holds the Series 7, Series 31, Series 66, and SIE licenses and is registered in multiple states. Robert Burks specializes in providing financial advice to individuals, corporations, and institutions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
TX
06/10/2018 - Present
Raymond James Financial Services Advisors, Inc. (Houston TX)
TX
10/01/2012 - 06/25/2018
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
TX
12/15/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
CA
10/13/2004 - 11/30/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MA
10/22/2002 - 10/19/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
02/07/2002 - 10/31/2002
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
NY
08/22/2000 - 01/08/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 09/18/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 08/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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