John R. Martin

SUNBURST FINANCIAL GROUP

Vestavia Hills, AL 35216

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CRD#: 4480215

Professional summary

John Russell Martin is a registered financial advisor currently at SUNBURST FINANCIAL GROUP, LLC located in Vestavia Hills, Alabama.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. John has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

LICENSED AS AN INDEPENDENT INSURANCE AGENT FOR THE PURPOSE OF SELLING FIXED INSURANCE PRODUCTS; *NAJJAR DENABURG, P.C.; 2125 MORRIS AVE, BIRMINGHAM, AL 35203; NON-INVESTMENT REL; ESTATE PLANNING ATTORNEY OF COUNSEL; ADVISE CLIENTS ON ESTATE PLANNING MATTERS AND PREPARE DOCUMENTS TO EXECUTE PLANS; REPRESENT CLIENTS IN PROBATE AND TRUST MATTERS; START DATE = 07/2004; HRS/MO = 96; TRADING HRS/MO = 70; PRACTICE LAW REGARDING ESTATE PLANNING MATTERS;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Russell Martin'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®

None

Experience

Current

August 5, 2016 - Present

SUNBURST FINANCIAL GROUP, LLC

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

RIA

CRD#: 283605

Vestavia Hills, AL

Past

December 22, 2014 - July 15, 2016

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

VESTAVIA HILLS, AL

Past

November 10, 2014 - July 15, 2016

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

VESTAVIA HILLS, AL

Past

December 7, 2009 - December 6, 2012

AMERITAS INVESTMENT COMPANY, LLC

RIA

CRD#: 14869

HOMEWOOD, AL

Past

December 1, 2009 - December 6, 2012

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

HOMEWOOD, AL

Past

February 21, 2007 - December 31, 2007

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA

CRD#: 15708

BIRMINGHAM, AL

Past

November 28, 2005 - December 31, 2007

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

BIRMINGHAM, AL

Past

December 12, 2001 - January 8, 2004

BBVA COMPASS INVESTMENT SOLUTIONS, INC

CRD#: 17086

BIRMINGHAM, AL

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
(8/5/2016)

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: 2/20/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/18/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/15/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/11/2001

General Securities 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)

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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.

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Advisor Monitoring

Firm Stability Insights

John R. Martin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Russell Martin's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

AMERITAS INVESTMENT COMPANY, LLC

AMERITAS INVESTMENT COMPANY, LLC

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BBVA COMPASS INVESTMENT SOLUTIONS, INC

Primary Firm SEC Registration

SUNBURST FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/20/2007

Series 63

Date: 3/18/2002

SIE

Date: 7/15/2016

Series 7

Date: 12/11/2001

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

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