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Business Profile

Financial Consultants

Retirement Income Source
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(256) 536-3075Write a Review

About

Overview

Retirement Income Source

600 Boulevard South SW

Ste 307

Huntsville, AL 35802-2121

Get DirectionsView Service Area
See Hours
Operating Hours
9:00 AM - 12:00 PM, 1:00 PM - 5:30 PM
9:00 AM - 12:00 PM, 1:00 PM - 5:30 PM
9:00 AM - 12:00 PM, 1:00 PM - 5:30 PM
9:00 AM - 12:00 PM, 1:00 PM - 5:30 PM
9:00 AM - 12:00 PM, 1:00 PM - 3:00 PM
Closed
Closed

BBB Accreditation & Rating

Retirement Income Source is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

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About This Business

BBB Accredited Since: 3/5/2008

Years in Business: 39

Products and Services

This company offers financial advice & services for seniors & retirees.

Business Details

Local BBB:
BBB serving North Alabama
BBB File Opened:
3/15/1987
Business Started:
3/15/1987
Business Started Locally:
1/1/1995
Business Incorporated:
1/3/1989
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Mr. Brad Williams, President
Mr. Nathan Cox, CFO
Mrs. Lindsey Cotter, CEO

Additional Contact Information

Principal Contacts
Mr. Brad Williams, President
Mr. Nathan Cox, CFO
Mrs. Lindsey Cotter, CEO
Customer Contacts
Mr. Brad Williams, President

Licensing information

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.

BBB records show a license number of 0009151 NPN#3755155 for this business, issued by State Department Of Insurance. The expiration date of this license is 6/30/2027.

State Department Of Insurance

135 South Union Street

Montgomery AL 36130

800-4333966

BBB records show a license number of CRD# 1695009 for this business, issued by Alabama Securities Commission. The expiration date of this license is 12/31/2026.

Alabama Securities Commission

770 Washington Street, Ste. 570

Montgomery AL 36130

800-2221253Website

Additional Information

Other Resources
Alabama Securities Commission
770 Washington Street, Ste. 570
Montgomery AL 36130
Phone Number: (800) 222-1253
http://asc.state.al.us/
[email protected]
Finra
1735 K St NW
Washington DC 20006
Phone Number: (301) 590-6500
www.finra.org
State Department Of Insurance
135 South Union Street
Montgomery AL 36130
Phone Number: (800) 433-3966
www.aldoi.gov
Business Categories
Financial Consultants, Financial Planning Consultants, Insurance Agency, Retirement Planning Services, Investment Management, Estate Planning and Management, Insurance Consultant, Investment Security, Long Term Care Insurance, Annuities, Senior Insurance, Disability Insurance, Viatical Settlement, Mutual Funds

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