Valerie WakefieldCRD Number: 6733356
Current Firm: Summa Global Advisors, LLC
Valerie Wakefield (CRD# 6733356) is an Investment Advisor Representative working at Summa Global Advisors, LLC in Clackamas, OR and has over 5 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
Willamette Financial Advisors, LLC
The H Group Washington, Inc.
|Summa Global Advisors||Clackamas, OR||Jun 2014 - Current||8|
|Damascus Christian School||Damascus, OR||Nov 2006 - Jun 2014||7|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2016|
Total Assets Under Management141MILLIONS
Total Number of Accounts344ACCOUNTS
Average Account Value$409,092
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, OR, TX, WA
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