Inactive

Valerie Ruth Tucker

Summa Global Advisors, LLC

CRD 6733356

Claim This Profile

Employer firm

Summa Global Advisors, LLC CRD 148713

$144M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers

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

Current Employers

Summa Global Advisors, Llc

12901 Se 97Th Ave Suite 390, Clackamas, OR 97015 • United States

Current Registrations

Authority	Category	Status	Date
HI	RA	APPROVED	2024-09-16
TX	RA	APPROVED_RES	2022-11-14
CA	RA	APPROVED	2022-11-10
OR	RA	APPROVED	2016-12-01
WA	RA	APPROVED	2016-12-01

HI RA
APPROVED

Since 2024-09-16
TX RA
APPROVED_RES

Since 2022-11-14
CA RA
APPROVED

Since 2022-11-10
OR RA
APPROVED

Since 2016-12-01
WA RA
APPROVED

Since 2016-12-01

Branch Locations

12901 Se 97Th Ave Suite 390, Clackamas, OR 97015 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Summa Global Advisors	Clackamas	OR	06/2014	Present
Colton School District	Colton	OR	07/2019	05/2024

06/2014 → Present

Summa Global Advisors

Clackamas, OR
07/2019 → 05/2024

Colton School District

Colton, OR

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-10-17

S65 Uniform Investment Adviser Law Examination

2016-10-17

Other Names

Valerie Ruth Wakefield

View on SEC IAPD

Nearby Firms

TRUE NORTH RETIREMENT ADVISORS, LLC

OSAIC WEALTH, INC.

LPL FINANCIAL LLC

Nearby Investors

TODD DOUGLAS MICCICHE

ASHLEY MARIE MICCICHE

DAVID GEORGE WILSON

Nearby Offices

TRUE NORTH RETIREMENT ADVISORS, LLC · CLACKAMAS, OR

OSAIC WEALTH, INC. · CLACKAMAS, OR

LPL FINANCIAL LLC · CLACKAMAS, OR

More in Clackamas, OR

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor