Rodrigo
De La Garza
Summa Corp
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About this Advisor
Rodrigo De La Garza is a financial advisor based in Tomball, Texas, working with Summa Corp. Rodrigo has previously held positions at Lba Advisors LLC, Laradorbecker Securities Corporation, Summa Corp, Investment Placement Group, and Insight Securities Inc. Rodrigo has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Rodrigo is part of Summa Corp, which operates out of Tomball, Texas. The firm has 2 employees and manages assets totaling $361.6 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Summa Corp includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Summa Corp Brokerage Details
$361,619,046
2
56
$6,457,483
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Rodrigo De La Garza Work History
Summa Corp
Investment Placement Group
Summa Corp
Insight Securities Inc
Laradorbecker Securities Corporation
Lba Advisors LLC
Disclosures
Please visit the SEC profile of Rodrigo De La Garza to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Summa Corp
Tomball, TX
Tomball, TX
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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