John Martin, financial advisor Vestavia Hills AL

John Martin

CRD Number: 4480215
Current Firm: Sunburst Financial Group, LLC

John Martin (CRD# 4480215) is an Investment Advisor Representative working at Sunburst Financial Group, LLC in Vestavia Hills, AL and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Wallace Jordan Ratlifft & Brandt, LLC Birmingham, AL Feb 2019 - Current 5
Sunburst Financial Group, LLC Vestavia Hills, AL Aug 2016 - Current 7
Najjar Denaburg, Pc Birmingham, AL Jul 2004 - Feb 2019 14
Cambridge Investment Research Inc. Fairfield, IA Nov 2014 - Jul 2016 1
Cambridge Investment Research Advisors Inc. Fairfield, IA Nov 2014 - Jul 2016 1
Nowlin & Associates Homewood, AL Dec 2009 - Jan 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2002
S66 NASAA Uniform Combined State Law Examination Feb 2007
Contact Info for John R. Martin
Phone Number: 205-823-4949
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    578
    MILLIONS
  • Total Number of Accounts
    1,785
    ACCOUNTS
  • Average Account Value
    $324,052
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AL, CA, FL, GA, LA, MS, TN, TX

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