Victor SonnierCRD Number: 3151399
Current Firm: Fmsa
Victor Sonnier (CRD# 3151399) is an Investment Advisor Representative working at Fmsa in Lafayette, LA and has over 10 years of experience in the finance industry.
Msi Financial Services, Inc.
Eagle Strategies LLC
1st Global Advisors Inc.
|Fmsa||Lafayette, LA||Nov 2004 - Current||12|
|Sws Financial Services||Lafayette, LA||Feb 2007 - May 2007||< 1|
|American General Securities Incorporated||Lafayette, LA||Oct 2002 - Feb 2007||4|
|Aig American General Life Insurance Company||Lafayette, LA||Oct 2002 - Feb 2007||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2007|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Employer Dispute
Total Assets Under Management90MILLIONS
Total Number of Accounts450ACCOUNTS
Average Account Value$200,000
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, LA, TX