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Rodrigo Gerardo De La Garza

SUMMA CORP.·TOMBALL, Texas
SIE, Series 4, Series 7, Series 24, Series 27, Series 63, Series 66, Series 99TOClean record13 years registeredSUMMA CORP.
25219 KUYKENDAHL RD, TOMBALL, TX 77375CRD# 2533089Firm CRD# 113091

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Rodrigo Gerardo De La Garza · TOMBALL, TX
Registration
CRD #2533089 · SUMMA CORP. · 13 years registered
Brand Profile
Not yet started
01

Career History

INVESTMENT PLACEMENT GROUP
Oct 2019 – present
SUMMA CORP.
Jun 2019 – present
LBA ADVISORS LLC
Apr 2013 – May 2020
TOMBALL, TX
02

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 24
Series 27
Series 63
Series 66
Series 99TO
Registration record
First registered · April 9, 2013
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SUMMA CORP.
CRD 113091 · SEC 801-107935
AUM
$362M
Regulatory assets under management
Employees
2
56 client accounts
Services offered by SUMMA CORP.
Per Form ADV
Portfolio management (individuals)
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at SUMMA CORP. →
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05

Frequently Asked Questions

What services does Rodrigo Gerardo De La Garza offer?
Rodrigo Gerardo De La Garza specializes in Investment Management. Contact their office in TOMBALL, Texas for a consultation.
What are Rodrigo Gerardo De La Garza's credentials?
Rodrigo Gerardo De La Garza is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rodrigo Gerardo De La Garza located?
Rodrigo Gerardo De La Garza is based in TOMBALL, Texas, working with SUMMA CORP.. Their office serves clients in the TOMBALL metropolitan area and surrounding communities.
How does Rodrigo Gerardo De La Garza charge for services?
Rodrigo Gerardo De La Garza's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUMMA CORP.?
SUMMA CORP. has approximately 2 employees and manages $362M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SUMMA CORP.

Maria Luisa Bernaldo De Quiros
TOMBALL, TX

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