Rian
Flad
Smb Financial Services, Inc
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About this Advisor
Rian Flad is a financial advisor working out of Portland, Oregon, who has 12 years of industry experience. Flad works at Smb Financial Services, Inc. During their career, Flad has held roles at James Flad Cpa Pc and Smb Financial Services, Inc. Flad has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Oregon. Smb Financial Services, Inc is a financial advisory business headquartered in Portland, OR. It handles $122 million in total assets among its 708 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 708 accounts, just 8% are held by high-net-worth individuals who have more than $1 million in assets. Smb Financial Services, Inc has a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees charged by financial advisors depend on which service is provided. However, fees charged by Smb Financial Services, Inc can include any combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Smb Financial Services, Inc Brokerage Details
$122,053,671
6
708
$172,392
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Rian Flad Work History
Rian has been registered as a financial advisor for 12 years.*
Smb Financial Services, Inc
James Flad Cpa Pc
*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 Rian Flad 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 Smb Financial Services, Inc
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
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