BBB Business Review

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BBB Accredited Business since 10/19/2006

Investor's Resource

Phone: (256) 772-4646Fax: (256) 772-9363100 Essex Ct Ste C, MadisonAL 35758-3140 Send email to Investor's Resource

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BBB Accreditation

A BBB Accredited Business since 10/19/2006

BBB has determined that Investor's Resource meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.

BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.

Reason for Rating

BBB rating is based on 13 factors. Get the details about the factors considered.

Factors that raised Investor's Resource's rating include:

  • Length of time business has been operating.
  • No complaints filed with BBB.

Customer Complaints Summary

0 complaints closed with BBB in last 3 years | 0 closed in last 12 months
Complaint TypeTotal Closed Complaints
Advertising / Sales Issues0
Billing / Collection Issues0
Problems with Product / Service0
Delivery Issues0
Guarantee / Warranty Issues0
Total Closed Complaints 0

Customer Reviews Summary Read customer reviews

0 Customer Reviews Customer Reviews on Investor's Resource

Customer Experience Total Customer Reviews
Positive Experience
Neutral Experience
Negative Experience
Total Customer Reviews 0 Customer Reviews

Additional Information

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BBB file opened: 12/13/2005Business started: 01/01/2000
Licensing, Bonding or Registration

This company is in an industry that may require licensing, bonding or registration in order to lawfully do business. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

These agencies may include:

State Department Of Insurance
135 South Union Street
Montgomery, AL 36130
(800) 433-3966
http://www.aldoi.gov

Alabama Securities Commission
770 Washington Street, Ste. 570
Montgomery, AL 36130
(800) 222-1253
http://asc.state.al.us/

BBB records show a license number of 0012973 for this company, issued by State Department Of Insurance. Their web address is http://www.aldoi.gov. The expiration date of this license is 02/28/2017.

Type: Competency License

BBB records show a license number of CRD# 2107873 for this company, issued by Alabama Securities Commission. Their web address is http://asc.state.al.us/. The expiration date of this license is 12/31/2015.

Type: Competency License

BBB records show a license number of CRD# 6694 for this company, issued by Alabama Securities Commission. Their web address is http://asc.state.al.us/. The expiration date of this license is 12/31/2015.

Type: Competency License

Type of Entity

Limited Liability Corporation

Contact Information
Principal: Ms. Shari Burnum (President)
Number of Employees

4

Business Category

Investment Advisory Service, Financial Services-Stock Analysis, Financial Services, Stock & Bond Transfer Agents, Retirement Planning Service, Investment Securities, Insurance - Long Term Care, Insurance Agency, Financial Advisors & Planning Consultants, Financial Planning Consultants

Products & Services

This company is an independent, fee based, comprehensive financial management firm offering consulting on investments & other wealth management issues. The company specializes in working with business executives and affluent families on issues such as "Life Events", "Sudden Money", and "Legacy Planning".

Alternate Business Names
Raymond James Financial Services, Inc.

As a matter of policy, BBB does not endorse any product, service or business.

BBB Business Reviews are provided solely to assist you in exercising your own best judgment. Information in this BBB Business Review is believed reliable but not guaranteed as to accuracy.

BBB Business Reviews generally cover a three-year reporting period. BBB Business Reviews are subject to change at any time.

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We offer free reviews on businesses that include background, licensing, consumer experience and other information such as governmental actions that is known to BBB. These reviews are provided for businesses that are BBB accredited and also for businesses that are not BBB accredited.

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BBB Reporting Policy

As a matter of policy, BBB does not endorse any product, service or business.

BBB Business Reviews are provided solely to assist you in exercising your own best judgment. Information in this BBB Business Review is believed reliable but not guaranteed as to accuracy.

BBB Business Reviews generally cover a three-year reporting period. BBB Business Reviews are subject to change at any time.