Investor's Resource
Financial Services • 
Madison, Alabama, United States • 11-20 Employees
Company overview
| Headquarters | 100 Essex Court, Suite C, Madison, Alabama 35758, US |
| Phone number | +12567724646 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Financial Advisor, Tax Planning, Registered Investment Advisor, Wealth Management, Investment Oversight, Retirement Planning, Life Insurance, Financial Planner, Business Consulting, Estate Planning, Investment Management, Legacy Planning, Contingency Planning, Wealth Planning, Longevity Planning, Private Wealth Consulting |
| Founded | 2000 |
| Employees | 11-20 |
| Socials |
Key Contact at Investor's Resource
Shari Moxley
Ceo/Founder At Investor'S Resource
Investor's Resource Email Formats
Investor's Resource uses 1 email format. The most common is {first initial} (e.g., j@invresource.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@invresource.com | 100% |
About Investor's Resource
We are a comprehensive wealth management team of experienced advisors who strive to earn our clients' trust for life’s most important decisions. In 2019, we affiliated with one of the South's fastest-growing independent Registered Investment Advisory firms, RFG Advisory, headquartered in Birmingham, AL. Our mission to distinctively serve clients has required us to navigate vastly changing markets alongside of an ever-evolving financial industry. To keep pace, we felt a move from Wall Street to the independent channel of the industry was not only necessary but essential. Clients receive more options and competitive pricing from multiple institutional players across the industry - instead of the offerings of a single firm. This multi-custodial structure is the future of the industry. We Serve: > Individuals & Families > Professionals at their Career Peak > Business Leaders Transitioning to Retirees Services: > Investment Management > Private Wealth Consulting > Wealth Enhancement & Planning > Wealth Protection Our five-step consultative process: Discovery: Map out what’s important to you Investment Plan: Make a plan for every investment to meet your goals. Mutual Commitment: Develop terms of the long-term partnership, 45-Day Follow-Up: Finalize strategy and mutually set expectations. Regular Progress Meetings: Customize a schedule and format for you. Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG") a registered investment advisor. Private Client Services, Investor's Resource, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
Investor's Resource revenue & valuation
| Annual revenue | $6,870,404 |
| Revenue per employee | $529,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $22,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Investor's Resource has 4 employees across 3 departments.
Departments
Number of employees
Funding Data
Investor's Resource has never raised funding before.
Investor's Resource Tech Stack
Discover the technologies and tools that power Investor's Resource's digital infrastructure, from frameworks to analytics platforms.
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Programming languages
Hong Kong
United Kingdom
Portugal
South Africa
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