Sharilyn
Burnum
Rfg Advisory, LLC
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About this Advisor
Sharilyn Burnum is a certified financial planner who works in Madison, Alabama, with 11 years of experience as a financial advisor. Burnum is an employee of Rfg Advisory, LLC. Their career trajectory has included roles at Raymond James, Rfg Advisory, LLC and Private Client Services. Burnum holds a Series 63 license, qualifying them as a securities broker, and is able to advise clients in Alabama and Texas. Rfg Advisory, LLC is a registered investment company headquartered in Madison, Alabama. The company has offices in 16 locations and a total of 64 advisors. It administers $2 billion in assets under management among its 8,092 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. Of its 8,092 client accounts, just 9% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The business provides a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules usually are based on the financial services offered. However, fee types billed by Rfg Advisory, LLC most likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Rfg Advisory, LLC Brokerage Details

$1,506,583,609

64

8,092

$186,182

Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Sharilyn Burnum Work History
Sharilyn has 11 years of experience.
Rfg Advisory, LLC
Private Client Services
Raymond James
Disclosures
Sharilyn Burnum has no disclosures.
Please visit their SEC profile for more details.
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This content was compiled from the SEC and FINRA.
