Unclaimed Profile

James Randolph Martin

SUNBURST FINANCIAL GROUP, LLC·VESTAVIA HILLS, Alabama

SIE, Series 6, Series 7, Series 22, Series 24, Series 26, Series 63, Series 65CFPClean record24 years registeredSUNBURST FINANCIAL GROUP, LLC

600 VESTAVIA PARKWAY, VESTAVIA HILLS, AL 35216CRD# 1620186Firm CRD# 283605

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Randolph Martin · VESTAVIA HILLS, AL

Registration

CRD #1620186 · SUNBURST FINANCIAL GROUP, LLC · 24 years registered

Brand Profile

Not yet started

Career History

SUNBURST FINANCIAL GROUP, LLC

May 2016 – present

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

May 2008 – Jul 2016

VESTAVIA HILLS, AL

ONEAMERICA SECURITIES, INC.

Aug 2005 – May 2008

BIRMINGHAM, AL

SOUTHTRUST SECURITIES, INC.

May 2002 – Mar 2005

BIRMINGHAM, AL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 24

Series 26

Series 63

Series 65

Registration record

First registered · May 8, 2002

Years registered · 24

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SUNBURST FINANCIAL GROUP, LLC

CRD 283605 · SEC 801-107720

AUM

$578M

Regulatory assets under management

Employees

1,785 client accounts

Services offered by SUNBURST FINANCIAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SUNBURST FINANCIAL GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does James Randolph Martin offer?

James Randolph Martin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VESTAVIA HILLS, Alabama for a consultation.

What are James Randolph Martin's credentials?

James Randolph Martin holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is James Randolph Martin located?

James Randolph Martin is based in VESTAVIA HILLS, Alabama, working with SUNBURST FINANCIAL GROUP, LLC. Their office serves clients in the VESTAVIA HILLS metropolitan area and surrounding communities.

How does James Randolph Martin charge for services?

James Randolph Martin's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SUNBURST FINANCIAL GROUP, LLC?

SUNBURST FINANCIAL GROUP, LLC has approximately 9 employees and manages $578M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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