Sonja M. Simmons
Investment adviser representative at Valic Financial Advisors, Inc.
29 yearsExperience
1 stateRegistered in
$29.2BFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
29 years in the industry.
- Valic Financial Advisors, Inc.Dec 2025 to now
- United AirlinesAug 1996 to now
- Fidelity InvestmentsMar 2025 to Dec 2025
- Fidelity Brokerage Services LLCAug 2022 to Dec 2025
- Pruco Securities, LLC.Jan 2013 to Jul 2022
- Prudential Insurance Company of AmericaJan 2013 to Jul 2022
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Valic Financial Advisors, Inc.
$29.2BAssets managed
293,026Clients
1,254Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4431625
- Firm CRD
- 42803