Sonya Legg
Sonya Legg is a registered investment advisor at Cetera Investment Advisers LLC, based in Lavonia, GA, with 25 years of industry experience. Sonya operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
215 Hartwell Road, Lavonia, GA, 30553
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sonya is an insurance agent offering fixed life, disability, annuities, and LTC products, and is also a candidate for County Probate Judge, dedicating a few hours per week to the campaign. Additionally, Sonya is treasurer for Savannah River Productions, a member of Legg Family Investments LLC (real estate rental), and a financial advisor for SmartVestor/Dave Ramsey.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Investors Capital Advisory
Investors Capital CORP.Broker
Eastern Point Advisors INC.
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
Ofg Financial Services, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations5 states
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