Zachary Herschel Bullock
Investment adviser representative at Sunburst Financial Group, LLC
16 yearsExperience
1 stateRegistered 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
16 years in the industry.
- Sunburst Financial Group, LLCSep 2020 to now
- CarlyleMar 2019 to Sep 2020
- PwcOct 2017 to Mar 2019
- StudentSep 2010 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (AL).
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
- 7294453
- Firm CRD
- 283605