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Tonia M Ayers

SOUTHERN OAK CAPITAL, LLC·BIRMINGHAM, Alabama
Unclaimed Profile
2015 THIRD AVENUE NORTH, BIRMINGHAM, AL 35203CRD# 7525646Firm CRD# 309933
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About

Tonia M Ayers is a registered financial advisor based in BIRMINGHAM, Alabama, affiliated with SOUTHERN OAK CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
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Firm Overview

Firm
SOUTHERN OAK CAPITAL, LLC
SOUTHERN OAK CAPITAL, LLC
AUM
$53M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at SOUTHERN OAK CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 7525646
Firm CRD# 309933
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Tonia M Ayers offer?
Tonia M Ayers specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BIRMINGHAM, Alabama for a consultation.
What are Tonia M Ayers's credentials?
Tonia M Ayers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tonia M Ayers located?
Tonia M Ayers is based in BIRMINGHAM, Alabama, working with SOUTHERN OAK CAPITAL, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.
How does Tonia M Ayers charge for services?
Tonia M Ayers's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SOUTHERN OAK CAPITAL, LLC?
SOUTHERN OAK CAPITAL, LLC has approximately 3 employees and manages $53M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Alabama
MOBILE (54)HUNTSVILLE (39)MONTGOMERY (23)VESTAVIA HILLS (17)FAIRHOPE (13)
City Guides
MOBILE GuideHUNTSVILLE GuideMONTGOMERY GuideVESTAVIA HILLS GuideFAIRHOPE Guide
Research
Advisor Fees in AlabamaNational Fee Analysis
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