Graham
Godfrey
Sunburst Financial Group, LLC
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About this Advisor
Graham Godfrey is a certified financial planner operating in Birmingham, Alabama who has 2 years of relevant experience. Godfrey is on the advisory team at Sunburst Financial Group, LLC. Throughout their career, they have worked at Bcr Wealth Strategies, Peachtree Planning, Arlington Family Offices, University Of Alabama, Birmingham, Charros De Jalisco, Arizona Diamondbacks, Leones De Escogido, Pittsburgh Pirates, Sunburst Financial Group, LLC and Diamond Club. Godfrey holds a Series 65 license, certifying them as an investment advisor representative, and is registered to work in Alabama. Sunburst Financial Group, LLC is a financial advisory firm that has its headquarters in Birmingham, AL. It oversees $500 million in assets among its 1,656 client accounts, placing it among the larger firms in the country by assets under management. Of its 1,656 accounts, 26% are held by high-net-worth individuals who have more than $1 million in investable assets. Sunburst Financial Group, LLC offers a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors largely depend on the type of services. Fees billed by Sunburst Financial Group, LLC most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sunburst Financial Group, LLC Brokerage Details
$499,964,012
10
1,656
$301,911
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Graham Godfrey Work History
Graham has been registered as a financial advisor for 2 years.*
Sunburst Financial Group, LLC
Bcr Wealth Strategies
Peachtree Planning
Arlington Family Offices
University Of Alabama, Birmingham
Charros De Jalisco
Arizona Diamondbacks
Diamond Club
Leones De Escogido
Pittsburgh Pirates
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Graham Godfrey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sunburst Financial Group, LLC
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
