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Current Employers
Rfg Advisory, Llc

1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2019-04-05
TX RA APPROVED 2019-04-05
  • AL RA
    APPROVED
    Since 2019-04-05
  • TX RA
    APPROVED
    Since 2019-04-05

Branch Locations

100 Essex Ct., Suite C, Madison, AL 35758 • United States

1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Huntsville AL 01/2009 04/2019
Rfg Advisory, Llc Vestavia Hills AL 04/2019 Present
Private Client Services Madison AL 04/2019 Present
  • 01/2009 → 04/2019
    Raymond James
    Huntsville, AL
  • 04/2019 → Present
    Vestavia Hills, AL
  • 04/2019 → Present
    Private Client Services
    Madison, AL
Previous Registrations
Other Businesses

1) INVESTOR'S RESOURCE. 100 ESSEX COURT, SUITE C, MADISON, AL 35758. DBA. FINANCIAL ADVISOR. 160 HOURS/MO; 140 DURING TRADING HOURS. 2) RFG ADVISORY. 1400 URBAN CENTER DRIVE, SUITE 475, VESTAVIA HILLS, AL 35242. RIA. FINANCIAL ADVISOR. 160 HOURS/MO; 140 DURING TRADING HOURS. 3) BURNUM PROPERTIES. 5728 JONES VALLEY DR, HUNTSVILLE, AL 35758. OWN OFFICE BUILDING AND AM LANDLORD TO ONE OTHER TENANT OTHER THAN INVESTOR'S RESOURCE. OWN AND MAINTAIN BUILING. 10 HRS/MO; 5 DURING TRADING HRS. 4) Investment in 1C Story Network; NON investment related; 102 Lely Ct., Naples, FL 34113; Audio and Visual stories, business and romance books; Contributor to pilot TV series; 12/6/2025; 0 hrs/month during trading; TV Servies, Investors Resource and Shari Moxley, author will be mentioned as sponsors. 5)Shari Moxley, Author; NON investment related; 5728 Jones Valley Dr., Huntsville, AL 35802; Books Sales; Author of Change in My Pocket; 11/26/2025; 5 hrs/mo during trading; Author

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1990-12-17
  • S63 Uniform Securities Agent State Law Examination
    1990-12-17
Designations
Other Names
  • Sharilyn Annm Lovell
  • Sharilyn Moxley Lovell
  • Shari Lovell
  • Shari M Lovell
  • Sharilyn Ann Moxley
  • Sharilyn Ann Moxley
  • Sharilyn Burnum
  • Sharilyn Ann Burnum

View on SEC IAPD

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