Sonja M. Simmons

Employer firm

Valic Financial Advisors, Inc. CRD 42803

$29.2B regulatory AUM 38 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• RECOMMEND WRAP ACCOUNTS TO CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → 07/2022
  Prudential Insurance Company Of America
  Basking Ridge, NJ
• 01/2013 → 07/2022
  Pruco Securities, Llc.
  Basking Ridge, NJ
• 08/2022 → 12/2025
  Fidelity Brokerage Services Llc
  Westlake, TX
• 08/1996 → 08/2022
  United Airlines
  Houston, TX
• 03/2025 → 12/2025
  Fidelity Investments
  Boston, MA
• 12/2025 → Present
  Valic Financial Advisors Inc
  Houston, TX
• 08/1996 → Present
  United Airlines
  Houston, TX

Previous Registrations

• 2025-03-31 → 2025-12-17
  Strategic Advisers Llc
  Conroe, TX
  Boston, MA
• 2023-02-01 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Conroe, TX
• 2007-07-25 → 2008-11-28
  Pnc Wealth Management Llc
  Bloomfield, NJ
• 2002-12-18 → 2007-01-08
  Pruco Securities, Llc.
  Warren, NJ
  Basking Ridge, NJ

Other Businesses

AGIA POSITION: Agent NATURE: Life, Health, Property and Casualty INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/15/2025 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA UNITED AIRLINES POSITION: Customer Service Representative NATURE: Airline Transportation INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/17/1996 ADDRESS: 2800 N. Terminal Rd, Houston TX 77032, United States DESCRIPTION: Perform excellent and various customer service duties. Generate ticket sales and ensure proper baggage handling. Ensure customers successfully progess through ticketing and boarding process in a timely manner. RENTAL PROPERTY POSITION: N/A NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/20/2013 ADDRESS: 206 N. 19th st., East Orange NJ 07018, United States DESCRIPTION: As the owner, I provide habitable housing to 2 families while maintaining the premises, collecting rent and fulfilling obligations under the lease agreement. RENTAL PROPERTY POSITION: owner NATURE: Rental property for short-term and long term rental residential accommodation. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/06/2026 ADDRESS: 6014 Sherman Lakes Drive, Humble TX 77338, United States DESCRIPTION: My duties include Coordinating cleaning, maintenance and managing guest communications.

Exams

• S66 Uniform Combined State Law Examination
  2023-01-20

Other Names

• Sonja Maureen Simmons
• Sonja M. Simmons
• Sonja Simmons