Sunburst Financial Group, LLC

Sunburst Financial Group, LLC (CRD# 283605) is a financial advisory firm headquartered in Vestavia Hills, AL. They manage $578,432,533 in 1,785 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
600 Vestavia Parkway, Suite 100, Vestavia Hills, AL 35216
http://www.sunburstfinancial.com
By the Numbers
  • Total Assets Under Management
    578
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Sunburst Financial Group, LLC
Showing 1 - 7 of 7 top financial advisors.
1
James Martin, financial advisor Vestavia Hills AL
James R. Martin
CRD#: 1620186
600 Vestavia Parkway, Suite 100, Vestavia Hills, AL 35216

James Martin (CRD# 1620186) is an Investment Advisor Representative working at Sunburst Financial Group, LLC in Vestavia Hills, AL and has over 36 years of experience in the finance industry.

2
John Martin, financial advisor Vestavia Hills AL
John R. Martin
CRD#: 4480215
600 Vestavia Parkway, Suite 100, Vestavia Hills, AL 35216

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.

3
Matthew Morris, financial advisor Vestavia Hills AL
Matthew S. Morris
CRD#: 6439389
600 Vestavia Parkway, Suite 100, Vestavia Hills, AL 35216

Matthew Morris (CRD# 6439389) is an Investment Advisor Representative working at Sunburst Financial Group, LLC in Vestavia Hills, AL and has over 8 years of experience in the finance industry.

4
Robert Rhea, financial advisor Vestavia Hills AL
Robert B. Rhea
CRD#: 3048210
600 Vestavia Parkway, Suite 100, Vestavia Hills, AL 35216

Robert Rhea (CRD# 3048210) is an Investment Advisor Representative working at Sunburst Financial Group, LLC in Vestavia Hills, AL and has over 25 years of experience in the finance industry.

5
Jonathan Winzeler, financial advisor Vestavia Hills AL
Jonathan M. Winzeler
CRD#: 4255215
600 Vestavia Parkway, Suite 100, Vestavia Hills, AL 35216

Jonathan Winzeler (CRD# 4255215) is an Investment Advisor Representative working at Sunburst Financial Group, LLC in Vestavia Hills, AL and has over 23 years of experience in the finance industry.

6
Zachary Bullock, financial advisor Vestavia Hills AL
Zachary H. Bullock
CRD#: 7294453
600 Vestavia Parkway, Suite 100, Vestavia Hills, AL 35216

Zachary Bullock (CRD# 7294453) is an Investment Advisor Representative working at Sunburst Financial Group, LLC in Vestavia Hills, AL and has over 3 years of experience in the finance industry.

7
John Fox, financial advisor Vestavia Hills AL
John N. Fox
CRD#: 6946925
600 Vestavia Parkway, Suite 100, Vestavia Hills, AL 35216

John Fox (CRD# 6946925) is an Investment Advisor Representative working at Sunburst Financial Group, LLC in Vestavia Hills, AL and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals