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ROI FINANCIAL ADVISORS, LLC
ROI FINANCIAL ADVISORS, LLC
ROI FINANCIAL
BEAVERTON, Oregon
·
1 registered advisor
·
CRD# 160100
SEC# 801-121903
3
503-941-5925
01
Firm Overview
AUM
$162M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at ROI FINANCIAL ADVISORS, LLC
1 registered advisor
Lance Jarl Johnson
BEAVERTON, Oregon
CRD# 2244093
05
Office Locations
BEAVERTON, Oregon
1 advisor
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Data sourced from SEC Form ADV filings. ROI FINANCIAL ADVISORS, LLC (CRD# 160100) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.