William Robert Sample

Financial advisor at Preisz Financial · Portland, OR

Last updated 2026-10-10

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William Robert Sample is a financial advisor at Preisz Financial in Portland, OR, CRD 6615291. Licenses and exams on the registration: Series 66. IAPD registration began 2018-07-02.

Registration

CRD number
6615291
Registration status
Active
IAPD registration
2018-07-02
Industry Experience
8 years
Work Experience
10 years
States registered
OR, WA

Licenses and exams

  • Series 66

Designations

  • CFP®

Work history

  • 2017-09 to 2018-09 · Charles Schwab & Co., Inc · Westlake, TX
  • 2016-07 to 2017-05 · Morgan Stanley · Portland, OR
  • 2017-05 to 2017-09 · Unemployed · Portland, OR
  • 2019-07 to 2021-04 · U.S. Bancorp Investments, Inc. · Portland, OR
  • 2018-09 to 2019-03 · Unemployed · Portland, OR
  • 2019-03 to 2019-07 · Columbia Sportswear · Portland, OR
  • 2021-06 to 2025-09 · Ameriprise Financial Services, LLC · Lake Oswego, OR
  • 2021-04 to 2021-06 · Unemployed · Portland, OR
  • 2025-09 to Present · Lpl Financial LLC · Portland, OR

Current employment

SEC IAPD record for William Robert Sample

Preisz Financial

Regulatory AUM
$701,681,920
Registered advisors
9
Offices
1
Clients per advisor
38.4 (Low)
Average AUM per client
$2M (Low)
High-net-worth client ratio
14.2% (Low)

Preisz Financial: advisors, services and reported ETF investments

About

William Robert Sample is a CFP® financial advisor at Preisz Financial in Portland, OR. Reported securities licenses include Series 66. The latest record indicates 8 years of industry experience and 10 years of reported work history.

Preisz Financial's firm-level Form ADV reports 9 advisors across 1 offices; approximately 38.4 clients per advisor, average assets per client of $2,027,982, and regulatory AUM of $701.7M; client categories including Individuals (non-HNW), High net worth individuals, and Pension and profit-sharing plans; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and Selection of Other Advisers.

What this firm offers

Filed by Preisz Financial on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Location

4525 SW Condor Ave, Portland, OR 97239

9 advisors at this office.

Preisz Financial office in Portland, OR

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

Are you William Robert Sample?

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