Riley De Loss Rankin
Advisor at SB Advisory, LLC — Harrisburg, OR
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
7 years
Location
Harrisburg, OR
SB Advisory, LLC
Multi-team
Riley Rankin is a financial advisor with SB Advisory, LLC holding a Series 66 designation and seven years of industry experience. Prior to joining SB Advisory in 2026, Riley worked with Allstate Financial Advisors, LLC and affiliated Allstate entities for six years. Riley’s background also includes roles in insurance and financial services with firms such as Guardian Life Insurance Company and Park Avenue Securities. SB Advisory, LLC is a multi-team advisory firm managing approximately $1.1 billion across 2,634 clients, including individuals, businesses, and retirement plans. The firm primarily provides non-discretionary advice, employing a mix of fundamental, technical, and qualitative analysis to tailor portfolios using mutual funds, ETFs, individual equities, and outside managers.
Based on SB Advisory, LLC
Based on SB Advisory, LLC
$0 - $500,000: 2.50% $500,000 - $1,000,000: 2.00% $1,000,000 - $2,000,000: 1.75% $2,000,000 - $5,000,000: 1.50% $5,000,000+: 1.25%
Transaction fees up to $10 for equities, $15 for mutual funds, $20 for fixed income; commission fees via affiliated broker-dealer for certain transactions and insurance sales.
Up to $600/hour for Limited Financial Planning and Hourly Financial Planning and Consultation; fees negotiable.
Fee-only: Comprehensive Financial Planning fee up to $15,000 or up to 1% of assets covered; Limited and Hourly Financial Planning at up to $600/hour; fees negotiable.
Harrisburg, OR
Harrisburg OR
Advisors at this office
1
California · Nevada · Texas
7 years of industry experience
SB Advisory LLC
2026 - Present • 1 year
Atlanta, GA
Allstate Financial Advisors, LLC
2020 - 2026 • 6 years
Lincoln, NE
Allstate Insurance Co
2020 - 2026 • 6 years
Northbrook, IL
Allstate Financial Services LLC
2020 - 2026 • 6 years
Lincoln, NE
Gray Day Home Heat
2018 - 2020 • 2 years
Florence, OR
Guardian Life Insurance Company
2017 - 2018 • 1 year
Lake Oswego, OR
Park Avenue Securities
2017 - 2018 • 1 year
Lake Oswego, OR
Unemployed
2017 - 2017 • 1 year
Wilsonville, OR
Various Insurance Carriers for W & R Insurance Agencies
2017 - 2017 • 1 year
Forest Grove, OR
Waddell & Reed, Inc.
2016 - 2017 • 1 year
Lake Oswego, OR
Copeland Lumber
2014 - 2016 • 2 years
Florence, OR
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
The advisor resigned, was permitted to resign or was discharged after allegations of rule violations, fraud or failure to supervise.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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