Valerie Tucker has been Chief Compliance Officer of Summa Global Advisors since March 2024, is a control person of the firm and directly owns under 5% of it.
Summa Global Advisors, LLC is a Clackamas, OR firm with $144M under management, 125 clients and 2 advisers in one office, as of its June 2026 filing.
- Summa Global Advisors, LLCCurrent– present · 9 yearsClackamas, OR · Adviser representative · Firm CRD 148713
Investment adviser representative registrations
Valerie Tucker is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from December 2016; the most recent is Texas, in November 2022.
- OregonSince 1 December 2016
- TexasResidentSince 14 November 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 October 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Valerie Ruth Tucker
- CRD
- 6733356
- Firm
- Summa Global Advisors · CRD 148713
- Role
- Chief Compliance Officer
- Office
- 12901 SE 97TH AVE, SUITE 390, Clackamas, OR 97015
- Registration
- Investment adviser registration
- In the industry since
- November 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Valerie Tucker work?
Valerie Tucker has been Chief Compliance Officer of Summa Global Advisors, LLC since March 2024, and is a control person of the firm.
Is Valerie Tucker a financial advisor?
Yes. Valerie Tucker has a current investment-adviser registration in Oregon and Texas, through Summa Global Advisors since December 2016.
How many years of experience does Valerie Tucker have?
Valerie Tucker has 9 years in the financial industry, since November 2016, across 1 adviser firm.
What exams has Valerie Tucker passed?
Valerie Tucker passed the Series 65 in October 2016.
Where is Valerie Tucker based?
Valerie Tucker’s registered office is in Clackamas, OR.
Is Valerie Tucker registered with FINRA?
No. Valerie Tucker has no current broker registration.
How can I verify Valerie Tucker’s record?
Search CRD 6733356 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Valerie Tucker’s full registration record.