Robert Burks Email & Phone Number
Vice President, Financial Advisor @ Frost National Bank
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Robert Burks Location
- College Station, TX, US
Robert Burks Work
- 2025 -now Vice President, Financial Advisor @
- 2015 -2025 Vice President, Financial Consultant @
- 2014 -2015 Financial Services Professional @ Capital Financial Group, LLC
- 2010 -2014 Wealth Advisor @ USAA
- 2009 -2010 Internal Auditor Intern @ Frost Bank
Robert Burks Education
- The University of Texas at San Antonio
Master of Business Administration (MBA)
2010-2013 - University of Arkansas
Bachelor of Business Administration (B.B.A.) (Finance Economics and Accounting)
2005-2009 - Lake Highlands High School 2001-2005
Robert Burks Skills
- Fixed Annuities
- Insurance
- Retirement Planning
- Life
- Financial Planning
- Permanent Life Insurance
- IRAs
- Finance
- Retirement Plan Consulting
- Asset Allocation
- Financial Services
- Wealth Management
- Life Insurance
- FINRA
- Microsoft Excel
- Financial Goals
- Long Term Care
- Holistic Financial Planning
- Long Term Care Insurance
- 401k Rollovers
- Term Life Insurance
- Retirement
- CRPC
- Series 7
- Securities
- Aams
Robert Burks Summary
- Robert Burks, based in College Station, TX, US, is currently a Vice President, Financial Advisor at Frost. Robert Burks brings experience from previous roles at Fidelity Investments, Capital Financial Group, LLC, USAA and Frost Bank. Robert Burks holds a 2010 - 2013 Master of Business Administration (MBA) @ The University of Texas at San Antonio. With a robust skill set that includes Fixed Annuities, Insurance, Retirement Planning, Life, Financial Planning and more. Robert Burks has 1 emails and 1 mobile phone numbers on RocketReach.
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