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James Randolph Martin

Investment adviser representative at Sunburst Financial Group, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$808.1MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

10 years in the industry.

  1. Sunburst Financial Group, LLCMay 2016 to now

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1987
  • Series 65 · Uniform Investment Adviser Law1997

State registrations

Registered as an investment adviser representative in 2 states (AL, TX).

Sunburst Financial Group, LLC

$808.1MAssets managed
877Clients
8Advisers
10 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1620186
Firm CRD
283605
Advisor's SEC record (opens in a new tab)
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