Rodrigo De La Garza (CRD# 2533089) is an Investment Advisor Representative working at Summa Corp. in Tomball, TX and has over 29 years of experience in the finance industry.
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
CRD# 7438882
Worthwise Financial Partners
Company Name | Location | Dates | Years |
---|---|---|---|
Summa Corp. | Tomball, TX | Feb 2020 - Current | 4 |
Investment Placement Group | San Diego, CA | Oct 2019 - Current | 4 |
Lba Advisors LLC | New York, NY | May 2012 - Jun 2020 | 8 |
Summa Corp. | Tomball, TX | May 2019 - Feb 2020 | < 1 |
Insight Securities Inc. | Highland Park, IL | Jan 2017 - Oct 2019 | 2 |
Laradorbecker Securities Corporation | The Woodlands, TX | Sep 2013 - Dec 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 1994 |
S66 | NASAA Uniform Combined State Law Examination | Jan 2012 |
- TX
-
Total Assets Under Management362MILLIONS
-
Total Number of Accounts56ACCOUNTS
-
Average Account Value$6,457,483
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
SD, TX
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