Robert Rhea has been Member and Chief Compliance Officer of Sunburst Financial Group since April 2016, is a control person of the firm and directly owns between 25% and 50% of it. Robert Rhea holds a Bachelor of Business Administration from Mississippi State University.
Sunburst Financial Group, LLC is a Vestavia Hills, AL firm with $808M under management, 877 clients and 6 advisers in one office, as of its May 2026 filing.
Barry Rhea is Partner and Chief Compliance Officer of Sunburst Financial. He has more than 25 years of experience in estate planning, and his primary focus is helping business owners develop and execute exit strategies.
Robert Rhea’s longest registration is the current one, 10 years at Sunburst Financial Group since 2016. Before joining Sunburst Financial Group in 2016, Robert Rhea was registered through Cambridge Investment Research Advisors, Inc. and Oneamerica Securities, Inc.
- – present · 10 yearsVestavia Hills, AL · Adviser representative · Firm CRD 283605
- Cambridge Investment Research Advisors, Inc.– · 8 yearsVestavia Hills, AL · Adviser representative · Firm CRD 134139
- Oneamerica Securities, Inc.– · 1 yearBirmingham, AL · Adviser representative · Firm CRD 4173
Investment adviser representative registrations
Robert Rhea is registered as an investment adviser representative in 2 states. The first approvals date from May 2016; the most recent is Alabama, in July 2016.
- AlabamaSince 15 July 2016
- TexasSince 16 May 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 26 October 1998 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 9 June 1998 |
| Series 66 | Uniform Combined State Law Examination | 18 May 1998 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Combined State Law Examination
- Full name
- Robert Barry Rhea
- CRD
- 3048210
- Firm
- Sunburst Financial Group · CRD 283605
- Role
- Member and Chief Compliance Officer
- Office
- 600 VESTAVIA PARKWAY, SUITE 100, Vestavia Hills, AL 35216
- Registration
- Investment adviser registration
- In the industry since
- March 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sunburstfinancial.com
Where does Robert Rhea work?
Robert Rhea has been Member and Chief Compliance Officer of Sunburst Financial Group, LLC since April 2016, and is a control person of the firm.
Is Robert Rhea a financial advisor?
Yes. Robert Rhea has a current investment-adviser registration in Alabama and Texas, through Sunburst Financial Group since May 2016.
How many years of experience does Robert Rhea have?
Robert Rhea has 19 years in the financial industry, since March 2007, across 3 adviser firms.
What exams has Robert Rhea passed?
Robert Rhea has passed 3 licensing exams: the Series 66, Series 6 and Series 7. The earliest, the Series 66, was passed in May 1998. FINRA credited Robert Rhea with the SIE, which began in October 2018.
Where did Robert Rhea work before Sunburst Financial Group?
Before Sunburst Financial Group, Robert Rhea was registered through Oneamerica Securities, Inc., March 2007 to May 2008.
Where is Robert Rhea based?
Robert Rhea’s registered office is in Vestavia Hills, AL.
Is Robert Rhea registered with FINRA?
No. Robert Rhea has no current broker registration.
How can I verify Robert Rhea’s record?
Search CRD 3048210 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Rhea’s full registration record.