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).
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Total Assets Under Management578MILLION
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Total Number of Accounts1,785ACCOUNTS
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Average Account Value$324,052
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AL, CA, FL, GA, LA, MS, TN, TX
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.
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.
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.
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.
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.
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.
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.