James
Martin
Sunburst Financial Group, LLC
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About this Advisor
James Martin is a certified financial planner who works in Birmingham, Alabama with a total of 7 years of industry experience. Martin is currently employed by Sunburst Financial Group, LLC. Their career trajectory has included roles at Cambridge Investment Research, Inc, Sunburst Financial Group, LLC and Cambridge Investment Research Advisors, Inc. Martin has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Alabama and Texas. Sunburst Financial Group, LLC is a financial advisory firm operating out of Birmingham, AL. It handles $500 million in total assets across its 1,656 client accounts, making it one of the bigger firms in the United States by assets under management. Of its 1,656 customer accounts, 26% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The business has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial management fee schedules largely vary depending on the financial services. Fee types 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
James Martin Work History
James has been registered as a financial advisor for 7 years.*
Sunburst Financial Group, LLC
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
*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 James Martin 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.
