Lasalle St. Investment Advisors
47yrs
Top advisor by experience in Oregon
8yrs
William Sample has worked in the financial industry for 8 years and is a fiduciary financial advisor based in Portland, Oregon. William has been with Preisz Financial since 2025; before that, William spent four years at Ameriprise Financial Services and two years at U.S. Bancorp Investments. William holds the CFP® designation.
One of 1175 advisors with offices in Portland, and one of 1075 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office4525 SW Condor Ave, Portland, OR 97239
FirmPreisz Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$631,966
Advisors at the firm9
States licensed ?1 state
Services through Preisz Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Sep 2025 – nowPreisz FinancialCurrent firm
- 2021 – 2025Ameriprise Financial Services, LLCPreviously
- Jul 2019 – Apr 2021U.s. Bancorp Investments, Inc.Previously
- Jul 2018 – Sep 2018Charles Schwab & CO., Inc.Previously
Questions to ask William
Tailored to William’s registration and firm.
- 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 William
How do I contact William?
Call Preisz Financial at 503-224-1600 and ask for William Sample. William works from the Portland, OR office.
How long has William been a financial advisor?
William has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does William hold?
Series 66. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
Preisz Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask William 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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