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Valerie Ruth Wakefield

SUMMA GLOBAL ADVISORS, LLC·CLACKAMAS, Oregon
Series 65Clean record9 years registeredSUMMA 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 · 9 years registered
Brand Profile
Not yet started
01

Career History

SUMMA GLOBAL ADVISORS, LLC
Dec 2016 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · December 1, 2016
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SUMMA GLOBAL ADVISORS, LLC
CRD 148713 · SEC 801-71249
AUM
$139M
Regulatory assets under management
Employees
2
353 client accounts
Services offered by SUMMA GLOBAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SUMMA GLOBAL ADVISORS, LLC →
Introduction

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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.
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Other Advisors at SUMMA GLOBAL ADVISORS, LLC

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

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