Unclaimed Profile

Victor Scott Sonnier

FINANCIAL MANAGEMENT SERVICES OF AMERICA LLC.·LAFAYETTE, Louisiana

Series 6, Series 7, Series 6523 years registeredFINANCIAL MANAGEMENT SERVICES OF AMERICA LLC.

412 WEST UNIVERSITY STE 102, LAFAYETTE, LA 70506CRD# 3151399Firm CRD# 154136

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Victor Scott Sonnier · LAFAYETTE, LA

Registration

CRD #3151399 · FINANCIAL MANAGEMENT SERVICES OF AMERICA LLC. · 23 years registered

Brand Profile

Not yet started

Career History

FMSA

Jan 2011 – present

FMSA

Jan 2011 – Dec 2011

LAFAYETTE, LA

OXFORD ASSET MANAGEMENT, LLC

May 2007 – Dec 2012

LAFAYETTE, LA

SWS FINANCIAL SERVICES

Feb 2007 – May 2007

LAFAYETTE, LA

AMERICAN GENERAL SECURITIES INCORPORATED

Oct 2002 – Feb 2007

LAFAYETTE, LA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 65

Registration record

First registered · October 23, 2002

Years registered · 23

Disclosure History

2012Employment Separation After Allegations

2007Employment Separation After Allegations

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

FINANCIAL MANAGEMENT SERVICES OF AMERICA LLC.

CRD 154136 · SEC 801-71764

AUM

$169M

Regulatory assets under management

Employees

1,417 client accounts

Services offered by FINANCIAL MANAGEMENT SERVICES OF AMERICA LLC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FINANCIAL MANAGEMENT SERVICES OF AMERICA LLC. →

Introduction

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Frequently Asked Questions

What services does Victor Scott Sonnier offer?

Victor Scott Sonnier specializes in Financial Planning, Investment Management. Contact their office in LAFAYETTE, Louisiana for a consultation.

What are Victor Scott Sonnier's credentials?

Victor Scott Sonnier is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Victor Scott Sonnier located?

Victor Scott Sonnier is based in LAFAYETTE, Louisiana, working with FINANCIAL MANAGEMENT SERVICES OF AMERICA LLC.. Their office serves clients in the LAFAYETTE metropolitan area and surrounding communities.

How does Victor Scott Sonnier charge for services?

Victor Scott Sonnier's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FINANCIAL MANAGEMENT SERVICES OF AMERICA LLC.?

FINANCIAL MANAGEMENT SERVICES OF AMERICA LLC. has approximately 12 employees and manages $169M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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