Tanya
Magnon
Carter, Terry & Company, Inc
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About this Advisor
Tanya Magnon is a financial advisor based in Atlanta, Georgia with a total of 6 years of relevant experience. Magnon is an employee of Carter, Terry & Company, Inc. They have spent all of their time as a financial advisor at Carter, Terry & Company, Inc. Magnon has Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to operate in Georgia. Carter, Terry & Company, Inc is a registered investment firm based out of Atlanta, GA. The investment advisory business has a total of 48 financial advisors. It has $93 million in assets among its 196 client accounts, making it one of the smaller investment advisory firms in the country by assets under management. Of its 196 customer accounts, 34% belong to high-net-worth investors who have at least $1 million in assets. The company offers a few services, such as portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fee types charged by Carter, Terry & Company, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Carter, Terry & Company, Inc Brokerage Details
$93,384,861
48
196
$476,453
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Tanya Magnon Work History
Tanya has been registered as a financial advisor for 6 years.*
Carter Terry& Co.Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Tanya Magnon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Carter, Terry & Company, Inc
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
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