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APRIL 4th, 2024 – This award attempts to uncover great advisors in all markets, not just the largest ones with large concentrations of wealth. The Forbes research shows the best advisors to be laser focused on having a positive impact on their clients’ lives, wanting to add meaning and value. This prestigious ranking reflects both qualitative criteria learned from candidate interviews on best practices as well as quantitative data like revenue trends, assets under management, compliance records, and industry experience.
Shari Burnum and Investor’s Resource did not pay a fee to participate or be considered.
APRIL 7th, 2023 – This award attempts to uncover great advisors in all markets, not just the largest ones with large concentrations of wealth. The Forbes research shows the best advisors to be laser focused on having a positive impact on their clients’ lives, wanting to add meaning and value. This prestigious ranking reflects both qualitative criteria learned from candidate interviews on best practices as well as quantitative data like revenue trends, assets under management, compliance records, and industry experience.
Shari Burnum and Investor’s Resource did not pay a fee to participate or be considered.
FEBRUARY 4th, 2024 – This award is an even smaller list of women than their Best-in-State Award. Similar methodology is used in giving this award including both the number of assets managed by an advisor and qualitative factors such as quality client relationships and business practices.
Shari Burnum and Investor’s Resource did not paid a fee to participate or be considered.
FEBRUARY 4th, 2023 – This award is an even smaller list of women than their Best-in-State Award. Similar methodology is used in giving this award including both the number of assets managed by an advisor and qualitative factors such as quality client relationships and business practices.
Shari Burnum and Investor’s Resource did not paid a fee to participate or be considered.
FEBRUARY 4th, 2022 – This award is an even smaller list of women than their Best-in-State Award. Similar methodology is used in giving this award including both the number of assets managed by an advisor and qualitative factors such as quality client relationships and business practices.
Shari Burnum and Investor’s Resource did not paid a fee to participate or be considered.
NOVEMBER 30th, 2022 – This award is sponsored by the Business Council of Alabama and the Chamber of Commerce Association of Alabama and is awarded to 4 categories based on business size. Investor’s Resource was one of 46 overall finalists. The award recognizes businesses based on a variety of civic endeavors, business success, and community involvement. Serving over 100 local chambers throughout the state, CCAA is dedicated to its mission to build stronger chambers of commerce and communities in Alabama through professional development, partnerships and a united voice for business.
Investor’s Resource did not pay a fee for consideration or participation.
NOVEMBER 1st, 2021 and 2022 Multi-Year Award – Expertise.com reviews the top service professionals in over 200 industries in more than 60,000 businesses. Candidates are scored on on more than 25 variables across 5 categories to determine business and professional reputation, knowledge, and overall friendly attitude in conducting business.
Investor’s Resource did not pay for a fee to participate or be considered.
DECEMBER 31, 2021 Award – RFG Advisory, an innovative and fast-growing platform for independent advisors, was named one of America’s Top RIA Firms by Forbes. The inaugural 2022 Forbes/Shook Top RIA list includes 100 advisory firms with cumulative assets of $730 billion. All are helmed by professionals who have decades of experience, not to mention proven track records of seeing clients through market turmoil and preserving their wealth. Forbes’ list was compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank member firms.
RFG Advisory did not pay a fee to participate or be considered.
2021 and 2022 Multi-Year Award – This award recognizes firms that are driving the wealth, investment and retirement industry forward and whose mission is focused on driving meaningful change. The award criteria includes community impact, diversity, executive leadership, and overall thought leadership.
Neiher Shannon Spotswood, Rick Wedell, or RFG Advisory paid a fee to participate or be considered.
Investor’s Resource, a greater Huntsville Alabama financial advisor, delivers expertise in family planning, including portfolio management, retirement planning, and risk management.
Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Advisory Services offered by Investment Advisory Representatives of RFG Advisory, LLC., a registered investment advisor. Private Client Services, Investor’s Resource and RFG Advisory are unaffiliated entities.
