Rodrigo
De La Garza
Summa Corp
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About this Advisor
Rodrigo De La Garza is a financial advisor operating out of Tomball, Texas with a total of 4 years of relevant experience. De La Garza is an advisor for Summa Corp. The advisor has gained experience at Lba Advisors LLC, Laradorbecker Securities Corporation, Investment Placement Group, Summa Corp and Insight Securities Inc. De La Garza has Series 63 and Series 66 licenses, designating them as a securities agent, and is able to advise clients in Texas. Summa Corp is a business based in Tomball, TX. It has $232 million in assets between its 53 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 53 accounts, 51% are associated with high-net-worth clients who have more than $1 million in assets. Summa Corp offers a few services, such as portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fee schedules depend on which service is offered. However, fees charged by Summa Corp most likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Summa Corp Brokerage Details
$232,378,001
2
53
$4,384,491
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Rodrigo De La Garza Work History
Rodrigo has been registered as a financial advisor for 4 years.*
Summa Corp
Investment Placement Group
Summa Corp
Insight Securities Inc
Laradorbecker Securities Corporation
Lba Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
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