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Business Profile

Financial Planning Consultants

Investor's Resource
BBB Accredited BusinessA+Rated by BBB
Visit Website(256) 772-4646Write a Review

About

Overview

Investor's Resource

100 Essex Ct Ste C

Madison, AL 35758-3140

Get DirectionsView Service Area

BBB Accreditation & Rating

Investor's Resource is BBB Accredited.

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

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About This Business

Investor's Resource 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".

BBB Accredited Since: 10/19/2006

Years in Business: 26

Products and Services

Investor's Resource 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".

Business Details

Local BBB:
BBB serving North Alabama
BBB File Opened:
12/13/2005
Business Started:
1/1/2000
Business Started Locally:
1/1/2000
Business Incorporated:
1/1/2000
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Ms. Shari Burnum, President

Additional Contact Information

Principal Contacts
Ms. Shari Burnum, President
Customer Contacts
Ms. Shari Burnum, President
Fax numbers
Primary Fax: (256) 772-9363
Additional Websites
open.spotify.com/show/0mE...
Social Media

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 0012973 NPN:5790144 for this business, issued by State Department Of Insurance. The expiration date of this license is 2/28/2027.

State Department Of Insurance

135 South Union Street

Montgomery AL 36130

800-4333966

BBB records show a license number of CRD# 2107873 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

BBB records show a license number of CRD# 6694 / SEC# 8-17983 for this business, issued by Alabama Securities Commission

Alabama Securities Commission

770 Washington Street, Ste. 570

Montgomery AL 36130

800-2221253Website

BBB records show a license number of CRD# 158401 / SEC# 801-79153 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 Planning Consultants, Financial Services, Insurance Agency, Retirement Planning Services, Investment Advisory Services, Financial Consultants, Investment Security, Long Term Care Insurance, Stock Transfer Agents

Latest Reviews

  • Susan O

    "I have worked with Shari Burnum and her team at Investor's Resource, for almost 20 years. I cannot recommend her highly enough." ... Read full review

View all Reviews

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