Robert Edward Burks

Current Employers

Employment History

• 06/2015 → 08/2025
  Fidelity Brokerage Services Llc
  Franklin, TN
• 07/2018 → 08/2025
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → 08/2025
  Fidelity Investments
  Boston, MA
• 08/2025 → Present
  Frost Brokerage Services, Inc.
  College Station, TX
• 08/2025 → Present
  Frost Investment Services
  College Station, TX

Previous Registrations

• 2025-03-31 → 2025-08-25
  Strategic Advisers Llc
  Katy, TX
  College Station, TX
  Boston, MA
• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Katy, TX
  College Station, TX
• 2015-06-12 → 2018-07-13
  Strategic Advisers Llc
  Franklin, TN
• 2014-06-23 → 2015-04-13
  Mml Investors Services, Llc
  Brentwood, TN
• 2010-12-09 → 2014-05-06
  Usaa Financial Planning Services
  Addison, TX
  San Antonio, TX

Other Businesses

(1) Investment For Retirement; Investment related; College Station, TX; Rental Properties; Partner; Started 07/2015; Approx. 3hrs/mo; Not during securities trading hrs; Assist in reviewing properties and future homes to possibly purchase. (2) Self; Not investment related; College Station, TX; Wild Life Control; Partner; Started 8/2023; Approx. 10hrs/mo; Not during securities trading hrs; Hunt and trap hogs to help in population control. (3) Self; Investment related; College Station, TX; Mining crypto currencies; Owner/Sole Proprietor; Started 3/2019; Approx. 5hrs/mo; Not during securities trading hrs; Make sure machines are up and running.

Exams

• S66 Uniform Combined State Law Examination
  2010-12-01

Designations

Other Names

• Robert E Burks