William Robert Sample

Current Employers

Employment History

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

Previous Registrations

• 2021-10-22 → 2025-08-27
  Ameriprise Financial Services, Llc
  Lake Oswego, OR
  Portland, OR
• 2019-07-22 → 2021-04-30
  U.S. Bancorp Investments, Inc.
  Portland, OR
  Oregon City, OR
  Portland, OR
  Portland, OR
• 2018-07-02 → 2018-09-14
  Charles Schwab & Co., Inc.
  Westlake, TX

Other Businesses

1) 09/2025 -Preisz Financial / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location(s) 2) 12/12/2025 - Preisz Financial - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 09/29/2025 - 175 hours per month/ 8 hours during trading - I provide investment advisory services through Preisz Financial, an independent investment advisor firm. I started this business activity in 9/2025. I expect to spend approximately 175 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2018-07-02

Designations

Other Names

• Will Sample
• Williams Robert Sample
• William Robert Sample
• William Sample