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Lance Jarl Johnson

ROI FINANCIAL ADVISORS, LLC·BEAVERTON, Oregon
Unclaimed Profile
14675 SW MILLIKAN WAY, BEAVERTON, OR 97003CRD# 2244093Firm CRD# 160100
01

About

Lance Jarl Johnson is a registered financial advisor based in BEAVERTON, Oregon, affiliated with ROI FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ROI FINANCIAL ADVISORS, LLC
ROI FINANCIAL
AUM
$162M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at ROI FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2244093
Firm CRD# 160100
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lance Jarl Johnson offer?
Lance Jarl Johnson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BEAVERTON, Oregon for a consultation.
What are Lance Jarl Johnson's credentials?
Lance Jarl Johnson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lance Jarl Johnson located?
Lance Jarl Johnson is based in BEAVERTON, Oregon, working with ROI FINANCIAL ADVISORS, LLC. Their office serves clients in the BEAVERTON metropolitan area and surrounding communities.
How does Lance Jarl Johnson charge for services?
Lance Jarl Johnson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROI FINANCIAL ADVISORS, LLC?
ROI FINANCIAL ADVISORS, LLC has approximately 9 employees and manages $162M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
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