wiseradvisor

Bill Riley, CFP®, WMS, ChFC®, CLU®
Riley Private Client, LLC

Tel: 817-870-4680
700 N. Carroll, Suite 110
Southlake, TX 76092

Wealth Designed. Life Defined.

Riley Private Client, LLC | Financial Advisor in Southlake ,TX

About Riley Private Client, LLC

Our True Wealth Approach

When we talk about the ways that wealth and financial stability can define the individual, it has little to do with a balance sheet, and more to do with a balanced life. True Wealth is all that money can?t buy and death can?t take away. It takes far more than financial planning. It requires a comprehensive approach with as much imagination as innovation ? creativity paired with careful calculation.

As your trusted advisor, we are wholly dedicated to helping you reach a higher purpose for your wealth and design a lasting legacy for your family. We leverage deep industry knowledge, a vast network of specialized services, proven investment strategies and a passion for serving you.


General Information

Firm Start Year:   2008
No.of Employees:   5-9
Gender:   Male
Name of Custodial Firm:   TD Ameritrade
States Licensed in:   TX
Number of Years with Current Firm:   12
I work with the following types of clients:   Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided:   Portfolio Management, Investment Advice & Management, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Retirement Planning, Financial Advice & Consulting, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts


Services

Investment Types:   Mortgages & Real Estate, Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via Email, Via Phone, At your home, At my office, Video Conference, At your office


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Life, Variable Annuity, Variable Life


Firm Information

Advisor's Number of Clients:   125
Advisor's Number of Managed Clients:   125
Advisor's Number of Planning Clients:   125
Assets Managed by Advisor:   $120000000


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Hourly, Based on Assets


Board Positions

Organization:  Platform Technology Group  Toronto, Canada
Position :  Advisory Board Member
Duration :  05/14/2020-Currently holding



Disclaimer

Advisory Services offered through Riley Wealth Advisors, LLC. Member FINRA/SIPC.

Bill Riley

Bill Riley

CFP®, WMS, ChFC®, CLU®

Riley Private Client is a Fort Worth based wealth management firm founded by William E. Riley. We're dedicated to providing you with the highest level of service and delivering trust, transparency and accountability to ensure you have a personal experience with your advisor. We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

My Team

William Riley William Riley ChFC®, CLU®, WMS, MBA

A co-founder and shareholder of Riley Wealth Management, LLC, and William Riley is a 38-year industry veteran. He observed many years ago that, historically, institutional investors typically outperform individual investors while accepting less risk. In his role as Chief Executive Officer, Bill works tirelessly to ensure that the wealth management strategies used by the worlds wealthiest families and largest institutions are available to the firms individual clients. Bill combines fundamenta ...more

Communities Served

Dallas Texas - Fort Worth
Texas - Southlake Texas

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