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Inactive

Valerie Ruth Tucker

Summa Global Advisors, LLC

Clackamas, OR

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Current Employers
Summa Global Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
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
OrganizationCityStateFromTo
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
CodeExamDate
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

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TRUE NORTH RETIREMENT ADVISORS, LLC · CLACKAMAS, OR
OSAIC WEALTH, INC. · CLACKAMAS, OR
LPL FINANCIAL LLC · CLACKAMAS, OR
AMERIPRISE FINANCIAL SERVICES, LLC · Clackamas, OR
AMERIPRISE FINANCIAL SERVICES, LLC · Clackamas, OR
LPL FINANCIAL LLC · CLACKAMAS, OR
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · CLACKAMAS, OR
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