Unclaimed Profile

Robert Barry Rhea

SUNBURST FINANCIAL GROUP, LLC·VESTAVIA HILLS, Alabama

SIE, Series 6, Series 7, Series 66CFP ChFCClean record19 years registeredSUNBURST FINANCIAL GROUP, LLC

600 VESTAVIA PARKWAY, VESTAVIA HILLS, AL 35216CRD# 3048210Firm CRD# 283605

Profile Verification

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

Identity

Robert Barry Rhea · VESTAVIA HILLS, AL

Registration

CRD #3048210 · SUNBURST FINANCIAL GROUP, LLC · 19 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.

Mar 2007 – May 2008

BIRMINGHAM, AL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 66

Registration record

First registered · March 13, 2007

Years registered · 19

Professional designations · CFP, ChFC

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 Robert Barry Rhea offer?

Robert Barry Rhea specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VESTAVIA HILLS, Alabama for a consultation.

What are Robert Barry Rhea's credentials?

Robert Barry Rhea holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Robert Barry Rhea located?

Robert Barry Rhea 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 Robert Barry Rhea charge for services?

Robert Barry Rhea'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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