BBB Accredited Business since 10/19/2006
Phone: (256) 772-4646Fax: (256) 772-9363100 Essex Ct Ste C, Madison, AL 35758-3140 Send email to Investor's Resource
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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
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|Billing / Collection Issues||0|
|Problems with Product / Service||0|
|Guarantee / Warranty Issues||0|
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Customer Reviews Summary Read customer reviews
0 Customer Reviews Customer Reviews on Investor's Resource
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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
Alabama Securities Commission
770 Washington Street, Ste. 570
Montgomery, AL 36130
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 InformationPrincipal: Ms. Shari Burnum (President)
Number of Employees
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".