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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 Lee Burks is a registered investment advisor representative for RBC Capital Markets, LLC. Robert joined RBC Capital Markets, LLC in March 2008. Robert has been in the securities industry since June 1982. Robert has a total of 22 approved registrations, including 18 state registrations, 3 IA state registrations, and 1 FINRA registration. Robert is licensed to provide investment advice and securities transactions in 21 states. Robert's current employment is at the firm's Leawood, Kansas branch office, as well as a branch office in Liberty, Missouri. Robert holds the Series 6, 7, 22, 24, 31, 63, and 65 licenses and the SIE designation. Prior to joining RBC Capital Markets, LLC, Robert was employed by U.S. BANCORP PIPER JAFFRAY INC. and GENERAL SECURITIES CORP. Robert has been providing investment advice and financial planning services for over 40 years and is a well-respected advisor in the industry.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
A percentage of the total value of assets under management is charged.
1
2
KS
03/11/2015 - Present
RBC Capital Markets, LLC (LEAWOOD KS)
MN
06/26/1992 - 11/24/2000
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
MO
04/19/1988 - 07/07/1992
GENERAL SECURITIES CORP (NORTH KANSAS CITY MO)
NA
04/07/1982 - 02/10/1988
WADDELL & REED, INC.
IA
Issued 03/01/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
BC
Issued 02/01/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/06/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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