AdvisorOS Directory
Claim Profile
Unclaimed Profile
VW

Valerie Ruth Wakefield

SUMMA GLOBAL ADVISORS, LLC·CLACKAMAS, Oregon
Clean recordSUMMA GLOBAL ADVISORS, LLC
12901 SE 97TH AVE, CLACKAMAS, OR 97015CRD# 6733356Firm CRD# 148713

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Valerie Ruth Wakefield · CLACKAMAS, OR
Registration
CRD #6733356 · SUMMA GLOBAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Valerie Ruth 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
Introduction

Speak with Valerie

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Valerie is the right fit? Take our 2-minute quiz →

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# 6733356
Firm CRD# 148713
View on FINRA BrokerCheck →

Looking for a financial advisor in CLACKAMAS?

Browse all registered financial advisors in CLACKAMAS, Oregon or claim this profile if it's yours.

Browse CLACKAMAS AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Valerie Ruth Wakefield offer?
Valerie Ruth Wakefield specializes in Financial Planning, Investment Management. Contact their office in CLACKAMAS, Oregon for a consultation.
What are Valerie Ruth Wakefield's credentials?
Valerie Ruth Wakefield is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Valerie Ruth Wakefield located?
Valerie Ruth 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 Valerie Ruth Wakefield charge for services?
Valerie Ruth 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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at SUMMA GLOBAL ADVISORS, LLC

Wai Ngan Henry Yu
CLACKAMAS, OR
Rachel Jean Wakefield
CLACKAMAS, OR

More Advisors in CLACKAMAS, Oregon

Steven Michael Jossi
BIRCH & JOSSI FINANCIAL ADVISORS, INC.·CLACKAMAS, OR
Aaron Jacob Christopherson
PINNACLE WEALTH ADVISORS, INC.·CLACKAMAS, OR
Raymond Alfred Birch
PINNACLE WEALTH ADVISORS, INC.·CLACKAMAS, OR
Ashley Marie Micciche
TRUE NORTH RETIREMENT ADVISORS, LLC·CLACKAMAS, OR
Gretchen Stangier
GRETCHEN STANGIER, INC.·CLACKAMAS, OR
Brian Andrew Timm
PINNACLE WEALTH ADVISORS, INC.·CLACKAMAS, OR

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)BEAVERTON (27)MEDFORD (25)GRANTS PASS (11)JACKSONVILLE (11)WEST LINN (11)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
Request removal of this profile