Robert Edward Burks
Investment adviser representative at Frost Investment Services
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Frost Investment ServicesAug 2025 to now
- Frost Brokerage Services, Inc.Aug 2025 to now
- Fidelity InvestmentsMar 2025 to Aug 2025
- Fidelity Personal and Workplace AdvisorsJul 2018 to Aug 2025
- Fidelity Brokerage Services LLCJun 2015 to Aug 2025
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (TX).
Frost Investment Services
Legal name: Frost Investment Services, LLC
$3.7BAssets managed
3,656Clients
163Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5850972
- Firm CRD
- 286129