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Rachel Jean Wakefield

SUMMA GLOBAL ADVISORS, LLC·CLACKAMAS, Oregon
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12901 SE 97TH AVE, CLACKAMAS, OR 97015CRD# 2159763Firm CRD# 148713
01

About

Rachel Jean Wakefield is a registered financial advisor based in CLACKAMAS, Oregon, affiliated with SUMMA GLOBAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SUMMA GLOBAL ADVISORS, LLC
SUMMA GLOBAL ADVISORS, LLC
AUM
$139M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at SUMMA GLOBAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Other: FINANCIAL PLANNING -- FLAT OR HOURLY FEES
Regulatory
SEC/IARD CRD# 2159763
Firm CRD# 148713
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Rachel Jean Wakefield offer?
Rachel Jean Wakefield specializes in Financial Planning, Investment Management. Contact their office in CLACKAMAS, Oregon for a consultation.
What are Rachel Jean Wakefield's credentials?
Rachel Jean Wakefield is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rachel Jean Wakefield located?
Rachel Jean Wakefield is based in CLACKAMAS, Oregon, working with SUMMA GLOBAL ADVISORS, LLC. Their office serves clients in the CLACKAMAS metropolitan area and surrounding communities.
How does Rachel Jean Wakefield charge for services?
Rachel Jean Wakefield's firm is compensated through percentage of aum, other: financial planning -- flat or hourly fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUMMA GLOBAL ADVISORS, LLC?
SUMMA GLOBAL ADVISORS, LLC has approximately 2 employees and manages $139M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CLACKAMAS
Raymond Alfred Birch — PINNACLE WEALTH ADVISORS, INC.Steven Michael Jossi — BIRCH & JOSSI FINANCIAL ADVISORS, INC.Gretchen Stangier — GRETCHEN STANGIER, INC.Ashley Marie Micciche — TRUE NORTH RETIREMENT ADVISORS, LLCWai Ngan Henry Yu — SUMMA GLOBAL ADVISORS, LLC
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
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