Sonya Ranker is a CFP-designated registered investment advisor, based in Tampa, FL, with 12 years of industry experience.
Location
4300 W. Cypress Street, Suite 350, Tampa, FL, 33607
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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 the President of Questmont Virtual Family Office, an RIA, and spends about a quarter of her time on financial planning, investment management, and managing the firm. She also works as an agent providing fixed insurance/annuity advice, dedicating a few hours per week to this non-investment related activity.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Questmont Virtual Family Office, LLC
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
State Registrations2 states
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