TM
TM

Tanya Lorain Magnon

31 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
17 advisors
Number of Clients
185 clients
Average Client Portfolio
$602K average
Assets Under Management
$111.3M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K2.00%
$100K - $500K2.00%
$500K - $1.0M2.00%
$1.0M - $2.0M2.00%
$2.0M - $5.0M1.75%
$5M+1.50%

All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3060 Peachtree Road Suite 1200, Atlanta, GA, 30305

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Carter, Terry & Company, INC.
March 2017 - Present · 8 yrs 11 mos
Carter, Terry & Company, INC.
May 2009 - Present · 16 yrs 9 mos
Carter, Terry & Company, INC.Broker
May 2009 - Present · 16 yrs 9 mos
Previous Registrations
Oppenheimer & CO. INC.Broker
April 2002 - May 2009 · 7 yrs 1 mo
Prudential Securities IncorporatedBroker
February 2000 - April 2002 · 2 yrs 2 mos
A. G. Edwards & Sons, INC.Broker
November 1997 - February 2000 · 2 yrs 3 mos
Chicago Partnership Board, INC.Broker
October 1994 - October 1997 · 3 yrs
State Registrations16 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.