Robert Burks (CRD# 4900529) is an Investment Advisor Representative working at Brown Capital Management, LLC in Baltimore, MD and has over 18 years of experience in the finance industry.
CRD# 2185673
Cornerstone Advisory
CRD# 1582180
Thrivent Investment Management Inc.
CRD# 2436101
Abel Financial Management Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alps Distributors, Inc. | Denver, CO | Apr 2019 - Current | 5 |
| Brown Capital Management, LLC | Baltimore, MD | Feb 2019 - Current | 5 |
| Legg Mason Investor Services, LLC | Baltimore, MD | Feb 2016 - Feb 2019 | 3 |
| Legg Mason & Co LLC | Baltimore, MD | Feb 2016 - Feb 2019 | 3 |
| Unemployed | Mason, OH | Jun 2015 - Jan 2016 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 | Charlotte, NC | Dec 2004 - Jun 2015 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2005 |
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Total Assets Under Management10,743MILLIONS
-
Total Number of Accounts122ACCOUNTS
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Average Account Value$88,059,027
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
DC, IL, LA, MD, NY, TX
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