Valerie Tucker
Summa Global Advisors · Clackamas, Oregon
Valerie Tucker is a fee-only financial advisor at Summa Global Advisors in Clackamas, Oregon. Valerie focuses on retirement planning, estate & legacy planning and tax planning. Summa Global Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- High earners
Facts
| Firm | Summa Global Advisors |
|---|---|
| Based in | Clackamas, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | A $500,000 asset minimum |
| Assets under management | $144.1M across 352 accounts |
| SEC registration | Investment adviser representative in OR, TX · CRD 6733356 |
| Exams passed | Series 65 (2016) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.summaglobal.com |
| Profile |
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Questions about Valerie
Is Valerie Tucker a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Valerie holds no broker registration, and Summa Global Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Valerie charge for financial advice?
Valerie's firm, Summa Global Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Valerie charge?
According to Summa Global Advisors's website, checked October 30, 2026: a $500,000 asset minimum.
Where is Valerie Tucker based?
Valerie Tucker is based in Clackamas, Oregon.
What does Valerie specialize in?
Valerie's specialties include retirement planning, estate & legacy planning and tax planning. Valerie works with high earners.
Is Valerie Tucker registered with the SEC?
Yes. Valerie Tucker is registered as an investment adviser representative in OR and TX (CRD 6733356), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Summa Global Advisors manage?
Summa Global Advisors reports $144.1M across 352 accounts in assets under management.
How do I contact Valerie Tucker?
Through Valerie's website, www.summaglobal.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Summa Global Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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