Robert B. Rhea

SUNBURST FINANCIAL GROUP

Vestavia Hills, AL 35216

Some features on this profile are disabled

CRD#: 3048210

Professional summary

Robert Barry Rhea, CFP®, who also goes by Barry Rhea, is a registered financial advisor currently at SUNBURST FINANCIAL GROUP, LLC located in Vestavia Hills, Alabama.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Robert has worked at 8 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Barry Rhea

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1- RHEA ENTERPRISES OF COLUMBUS, 562 SPIVEY RD. COLUMBUS,MS, 2/1999 AS LIMITED PARTNER. FAMILY LP - HOLDINGS WITHIN THE PARTNERSHIP ARE ALL REAL ESTATE HOLDINGS. NIR - 1 HR/YR - 0/TRADING. 2- INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 3- Gentrhea Investment Properties, LLC. Member. 233 Charlestowne Dr. Madison, Mississippi, 39110. Real Estate Investing in properties for rental/ sale. Start date 9/1/25. 2-3 hours per month, none during market hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Barry Rhea's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

May 16, 2016 - Present

SUNBURST FINANCIAL GROUP, LLC

Office #1: 600 Vestavia Parkway Suite 100, Vestavia Hills, AL 35216

RIA

CRD#: 283605

Vestavia Hills, AL

Past

May 9, 2008 - July 15, 2016

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

VESTAVIA HILLS, AL

Past

May 9, 2008 - July 15, 2016

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

VESTAVIA HILLS, AL

Past

March 13, 2007 - May 14, 2008

ONEAMERICA SECURITIES, INC.

RIA

CRD#: 4173

BIRMINGHAM, AL

Past

February 28, 2007 - May 14, 2008

ONEAMERICA SECURITIES, INC.

CRD#: 4173

BIRMINGHAM, AL

Past

June 27, 2003 - March 2, 2007

VP DISTRIBUTORS LLC

CRD#: 3036

HARTFORD, CT

Past

July 26, 2002 - August 4, 2003

WS GRIFFITH SECURITIES, INC.

CRD#: 10410

HARTFORD, CT

Past

July 24, 2001 - August 5, 2002

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

Past

June 10, 1998 - July 9, 2001

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SUNBURST FINANCIAL GROUP, LLC

SUNBURST ADVISERS | SUNBURST FINANCIAL GROUP, LLC

CRD#: 283605 / SEC#: 801-107720

RIA

Registered Investment Advisory firm - (4/22/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Alabama
(7/15/2016)

IAR

Texas
(5/16/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/18/1998

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 7/15/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/26/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/9/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SUNBURST FINANCIAL GROUP, LLC

SUNBURST ADVISERS | SUNBURST FINANCIAL GROUP, LLC

CRD#: 283605 / SEC#: 801-107720

RIA

Registered Investment Advisory firm - (4/22/2016 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

600 Vestavia Parkway Suite 100, Vestavia Hills, AL 35216

Mailing Address

Phone number

(205) 823-4949

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE SUNBURST FINANCIAL GROUP, LLC (3/21/2025)

Regulatory assets under management

Total Number of Accounts	2,103
AUM (Assets Under Management)	$ 698,968,462

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Martin Wheeler

OSAIC WEALTH, INC.

IAR

Birmingham, AL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Robert B. Rhea

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Barry Rhea's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

ONEAMERICA SECURITIES, INC.

ONEAMERICA SECURITIES, INC.

VP DISTRIBUTORS LLC

WS GRIFFITH SECURITIES, INC.

NYLIFE SECURITIES LLC

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

SUNBURST FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/18/1998

SIE

Date: 7/15/2016

Series 7

Date: 10/26/1998

Series 6

Date: 6/9/1998

Current Firm

SUNBURST FINANCIAL GROUP, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SUNBURST FINANCIAL GROUP, LLC

TRUST BUT VERIFY

Similar Advisors