Robert Charles Burks

Employer firm

Concurrent Investment Advisors, LLC CRD 323135

$15.7B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2012 → 06/2018
  J.P. Morgan Securities Llc
  Houston, TX
• 01/2006 → 06/2018
  Raymond James Financial Services, Inc.
  Houston, TX
• 06/2018 → 07/2026
  Raymond James Financial Services Advisors, Inc.
  Houston, TX
• 06/2018 → 06/2018
  Jp Morgan
  Houston, TX
• 07/2026 → Present
  Concurrent Investment Advisors, Llc
  Houston, TX
• 03/2026 → Present
  Green Financial Group
  Houston, TX
• 05/2025 → Present
  Winstone Wealth Partners
  Houston, TX

Previous Registrations

• 2018-06-08 → 2026-08-04
  Raymond James Financial Services Advisors, Inc
  Houston, TX
  Sugar Land, TX
  Houston, TX
  Houston, TX
  Sugar Land, TX
• 2012-10-01 → 2018-06-25
  J.P. Morgan Securities Llc
  Houston, TX
• 2005-12-14 → 2012-10-01
  Chase Investment Services Corp.
  Houston, TX
  Houston, TX
  Houston, TX
  Houston, TX
  Houston, TX
• 2004-10-13 → 2005-11-30
  Wells Fargo Investments, Llc
  Houston, TX
• 2002-10-22 → 2004-10-19
  Banc Of America Investment Services, Inc.
  Richmond, TX

Other Businesses

(1)Name of Business: Green Financial Group Address: 1400 Post Oak Blvd., suite 150, Houston, TX, 77056, United States Activity Type: Support Company - Non Owner Position/Title: Financial Advisor Investment Related: Yes Start Date: 03/04/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor (2) Winstone Wealth Partners, 1400 Post Oak Blvd Ste 150, Houston, TX, 77056: Support Company - Non-Owner Position/Title: Financial Advisor Investment Related: Yes, Start Date: 05/22/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor

Exams

• S66 Uniform Combined State Law Examination
  2000-09-18

Other Names

• Bobby C Burks
• Robert C. Burks
• Robert C Burks