Unclaimed
Tonya Gay Fulcher is an investment advisor representative registered with Avantax Advisory Services. Tonya is also registered with Avantax Planning Partners, Inc. Tonya has been in the securities industry since March 16, 1994. Tonya is a financial advisor who provides financial services to clients and serves as an agent for the sale and service of indexed annuities. Tonya also works for Avantax Insurance Agency and/or Avantax Insurance Services. Tonya has a wide range of experience, working with clients in Arkansas, California, Connecticut, Florida, Kansas, Missouri, Ohio, Oklahoma, and Texas.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
AR
02/06/2024 - Present
Avantax Advisory Services (Rogers AR)
AR
09/12/2003 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (ROGERS AR)
TN
08/18/2003 - 08/27/2003
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
MO
07/28/2000 - 05/09/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
AL
11/02/1995 - 08/10/2000
JOHN R. TAYLOR FINANCIAL GROUP, INC. (BIRMINGHAM AL)
NA
11/22/1993 - 11/17/1995
MERCHANTS INVESTMENT CENTER, INC.
BOTH
Issued 04/08/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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