Roi Financial

Roi Financial (CRD# 160100) is a financial advisory firm headquartered in Beaverton, OR. They manage $69,267,549 in 575 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    575
    ACCOUNTS
  • Average Account Value
    $120,465
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OR, WA

Financial Advisors at Roi Financial
Showing 1 - 2 of 2 top financial advisors.
1
Carl J. Proepper
CRD#: 6749844
14675 Sw Millikan Way, Beaverton, OR 97003
88
Wealthminder
score

Carl Proepper (CRD# 6749844) is an Investment Advisor Representative working at Roi Financial in Beaverton, OR and has 1 year of experience in the finance industry.

2
Lance J. Johnson
CRD#: 2244093
14675 Sw Millikan Way, Beaverton, OR 97003
58
Wealthminder
score

Lance Johnson (CRD# 2244093) is an Investment Advisor Representative working at Roi Financial in Beaverton, OR and has over 25 years of experience in the finance industry.

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