RBC Capital Markets
46yrs
Top 1% by experience in Boise
44yrs
Richard Sample is a fiduciary financial advisor in Boise, Idaho, with 44 years in the industry. After seven years at Morgan Stanley, Richard joined Wells Fargo Advisors in 2020, a firm offering financial planning, investment management, and retirement plan consulting. Wells Fargo Advisors reports being paid through a percentage of assets, flat fees, and commissions.
One of 564 advisors with offices in Boise, and one of 532 fiduciaries.
At a glance
Experience44 years (since 1982)
How that compares ?Top 1% by experience in Boise
Office101 S Capitol Blvd Suite 700, Boise, ID 83702
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?2 states
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2020 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2013 – 2020Morgan StanleyPreviously
Contact Richard
Local office(208) 338-1200Ask for Richard. (314) 875-3000Main office · St. Louis, MO 101 S Capitol Blvd Suite 700Boise, ID 83702Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Richard
Tailored to Richard’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Richard
How do I contact Richard?
Call Richard’s local office at (208) 338-1200 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Richard Sample.
How long has Richard been a financial advisor?
Richard has been in the industry since 1982, about 44 years. Top 1% by experience in Boise.
What licenses does Richard hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Richard a fiduciary?
Richard is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Richard paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Richard for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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