Rodrigo Gerardo De la garza
Investment adviser representative at Summa Corp.
14 yearsExperience
1 stateRegistered in
$1.6BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Investment Placement GroupOct 2019 to now
- Summa Corp.May 2019 to now
- Insight Securities Inc.Jan 2017 to Oct 2019
- Laradorbecker Securities CorporationSep 2013 to Dec 2016
- Lba Advisors LLCMay 2012 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (TX).
Summa Corp.
$1.6BAssets managed
88Clients
3Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2533089
- Firm CRD
- 113091