RD
Rodrigo De la garza
from Summa Corp.
Rodrigo De la garza is a financial advisor based in Texas, Tomball,
with 30 years of experience. Rodrigo currently works for
Summa Corp..
Rodrigo maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Rodrigo De la garza works at Summa Corp.
Summa Corp. is a financial advisory firm based in Tomball, Texas. It currently has approximately $189,668,063 of assets under management and employs about 2 people. Summa Corp. uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
7 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
25219 Kuykendahl Rd, Suite 260, Tomball, Texas, 77375
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