Risley
Sams
Rhs Financial, LLC
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About this Advisor
Risley Sams is a certified financial planner working out of San Francisco, California who has 14 years of industry experience. Sams is currently employed by Rhs Financial, LLC. They have been an employee of Rhs Financial, Llc for their total career. Sams holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California and Texas. Rhs Financial, LLC is a firm that has its headquarters in San Francisco, CA. The company has offices in two locations and just three financial advisors. It administers $165 million in assets across its 525 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm serves one charities and foundations. Of its 525 accounts, 39% belong to high-net-worth clients who have at least $1 million in investable assets. The firm performs a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services typically vary depending on the type of services provided. Fee types charged by Rhs Financial, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rhs Financial, LLC Brokerage Details
$165,334,041
3
525
$314,922
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Risley Sams Work History
Risley has been registered as a financial advisor for 14 years.*
Rhs Financial, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Risley Sams to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rhs Financial, LLC
San Francisco, CA
San Francisco, CA
San Francisco, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
