Vice President, Financial Consultant @ (June 2015 - July 2025)
Financial Services Professional @ Capital Financial Group, LLC (April 2014 - May 2015)
Wealth Advisor @ USAA (June 2010 - April 2014)
Internal Auditor Intern @ Frost Bank (November 2009 - May 2010)
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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