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Sonja Gay Davidson

State Farm Investment Management Corp.

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About Sonja Gay Davidson

Sonja Gay Davidson has been working in the financial services industry since March 12, 2000. Sonja is a registered representative with State Farm Investment Management Corp. and is licensed in Alabama, Florida, and Georgia. Sonja also has a Series 63 license, Series 6 license, and Series 65 license. Sonja holds the SIE license as well. Prior to joining State Farm Investment Management Corp., Sonja worked at First Union Securities, Inc. Sonja is also the owner of Sonja Davidson's Insurance Agency. Sonja is dedicated to providing her clients with personalized financial advice and services.

Firm Information

Sonja Davidson is currently registered with State Farm Investment Management Corp.. State Farm Investment Management Corp. is a terminated corporation formed on December 9, 1966, headquartered in Bloomington, IL. The firm primarily managed investment portfolios for individuals and investment companies. They managed a total of $10,164,536,171 in assets, all of which were discretionary.
State Farm Investment Management Corp.

ONE STATE FARM PLAZA

BLOOMINGTON, IL 61710-0001

$10.16B

Assets Under Management

Not reported

Total Clients

4,868

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sonja Davidson’s Registration & Firm History

GA

12/07/2021 - Present

State Farm Investment Management Corp. (Villa Rica GA)

MO

10/01/2000 - 08/15/2001

FIRST UNION SECURITIES, INC. (ST. LOUIS MO)

NC

01/27/1999 - 10/01/2000

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 11/19/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/14/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/01/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sonja Gay Davidson.
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