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Tanya Lorain Magnon

Carter, Terry & Company, Inc.

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About Tanya Lorain Magnon

Tanya Lorain Magnon is an investment advisor representative with Carter, Terry & Company, Inc. Tanya has been working in the financial services industry since October 15, 1994. Tanya is registered in Alabama, California, District of Columbia, Florida, Georgia, Illinois, Missouri, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, and Texas. Tanya has also held previous roles with Oppenheimer & Co. Inc., Prudential Securities Incorporated, A. G. Edwards & Sons, Inc., and Chicago Partnership Board, Inc.

Firm Information

Tanya Magnon is currently registered with Carter, Terry & Company, Inc.. Carter, Terry & Company, Inc. is a corporation headquartered in Atlanta, Georgia. Founded in March 1985, the firm offers a variety of investment advisory services, including portfolio management for individuals and selection of other advisors. They manage approximately $114.4 million in regulatory assets for a range of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. The firm has a team of 41 registered representatives, 19 investment adviser representatives, and 5 licensed agents. They are registered with the SEC and in 49 states.
Carter, Terry & Company, Inc.

3060 PEACHTREE RD NW

ATLANTA, GA 30305

$114.42M

Assets Under Management

Not reported

Total Clients

31

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Tanya Magnon’s Registration & Firm History

GA

03/10/2017 - Present

Carter, Terry & Company, Inc. (ATLANTA GA)

GA

04/22/2002 - 05/20/2009

OPPENHEIMER & CO. INC. (ALPHARETTA GA)

NY

02/10/2000 - 04/24/2002

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

MO

11/04/1997 - 02/11/2000

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

IL

10/11/1994 - 10/29/1997

CHICAGO PARTNERSHIP BOARD, INC. (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 08/18/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/15/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/10/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tanya Lorain Magnon.
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