Roi Financial

Roi Financial (CRD# 160100) is a financial advisory firm headquartered in Beaverton, OR. They manage $161,571,742 in 1,165 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
14675 Sw Millikan Way, Beaverton, OR 97003
https://www.facebook.com/roifinancialadvisorsllc/
By the Numbers
  • Total Assets Under Management
    162
    MILLION
  • Total Number of Accounts
    1,165
    ACCOUNTS
  • Average Account Value
    $138,688
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
The map below shows states where this firm has explicit registration only.

CA, OR, TX, WA

Financial Advisors at Roi Financial
Showing 1 - 3 of 3 top financial advisors.
1
Lance Johnson, financial advisor Beaverton OR
Lance J. Johnson
CRD#: 2244093
14675 Sw Millikan Way, Beaverton, OR 97003

Lance Johnson (CRD# 2244093) is an Investment Advisor Representative working at Roi Financial in Beaverton, OR and has over 31 years of experience in the finance industry.

2
Trevor Bruno, financial advisor Beaverton OR
Trevor P. Bruno
CRD#: 7300888
14675 Sw Millikan Way, Beaverton, OR 97003

Trevor Bruno (CRD# 7300888) is an Investment Advisor Representative working at Roi Financial in Beaverton, OR and has over 3 years of experience in the finance industry.

3
Carlos Donat Arjona, financial advisor Beaverton OR
Carlos Donat Arjona
CRD#: 7446955
14675 Sw Millikan Way, Beaverton, OR 97003

Carlos Donat Arjona (CRD# 7446955) is an Investment Advisor Representative working at Roi Financial in Beaverton, OR and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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