Sharilyn
Burnum

Rfg Advisory, LLC

CRD#2107873
Investment Advisor
in Madison, AL

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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

Series 63, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

100 Essex Ct., Suite C
Madison, AL 35758

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Rfg Advisory, LLC Brokerage Details

Total Assets Under Management

$1,506,583,609

AL Average: $1,620,585,161
Total Number of Employees

64

AL Average: 52
Total Number of Accounts

8,092

AL Average: 1,560
Average Account Size

$186,182

AL Average: $1,038,837

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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.

2019 - Present (2 years)

Rfg Advisory, LLC

2019 - Present (2 years)

Private Client Services

2009 - 2019 (10 years)

Raymond James

Disclosures

Sharilyn Burnum has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Rfg Advisory, LLC

Jonathan Yeager
Birmingham, AL
Chase Crump
Shreveport, LA
Jonathan Crosby
Birmingham, AL
Jordan St Clair
Saint Louis, MO
Gibson Bosworth
Birmingham, AL
James Keith
Williamstown, KY
Counce Drinkard
Birmingham, AL
Matthew Dickinson
Saint Louis, MO

This content was compiled from the SEC and FINRA.

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