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).
Total Assets Under Management69MILLION
Total Number of Accounts575ACCOUNTS
Average Account Value$120,465
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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.
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.