BBB Accredited Business Profile

Investor's Resource

Investor's Resource

(256) 772-4646

Investor's Resource

17 years in business
100 Essex Ct Ste C
Madison, AL 35758-3140
Additional Email Addresses
  • martha.gilpin@raymondjames.com
BBB File Opened: 12/13/2005
Business Started: 01/01/2000
Business Started Locally: 01/01/2000
Business Incorporated: 01/01/2000 in AL
Type of Entity
Limited Liability Corporation
Contact Information
  • Principal: Ms. Shari Burnum, President
Business Category
  • Investment Advisory Service
  • Financial Planning Consultants
  • Insurance Agency
  • Insurance - Long Term Care
  • Investment Securities
  • Retirement Planning Service
  • Stock & Bond Transfer Agents
  • Financial Services

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.
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
Number of Employees: 
4

A+

BBB Reason for Ratings

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


Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.

BBB reports on known significant government actions involving the business's marketplace conduct.

BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.

BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.

BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.

BBB reports when mail sent to the business was returned by the Postal Service.

Investor's Resource

Investor's Resource

BBB ACCREDITED SINCE 10/19/2006

Customer Review Rating:

Positive
0%
Neutral
0%
Negative
0%

Composite Score:

0 3
Request a Quote