Davis Windham Ennis
Investment adviser representative at Sunburst Financial Group, LLC
12 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
12 years in the industry.
- Sunburst Financial Group, LLCSep 2024 to now
- Ernst & Young LLPSep 2023 to Sep 2024
- Stonegate Investment Group LLCJul 2022 to Aug 2022
- Carr, Riggs and Ingram Cpa and AdvisorsMay 2022 to Jul 2022
- StudentSep 2014 to Jun 2023
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 7986855
- Firm CRD
- 283605