Roi Financial

Roi Financial (CRD# 160100) is a financial advisory firm headquartered in Beaverton, OR. They manage $66,213,084 in 413 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    413
    ACCOUNTS
  • Average Account Value
    $160,322
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
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 - 4 of 4 top financial advisors.
1
Dirk P. Conradie
CRD#: 6014040
14675 Sw Millikan Way, Beaverton, OR 97003
90
Wealthminder
score

Dirk Conradie (CRD# 6014040) is an Investment Advisor Representative working at Roi Financial in Beaverton, OR and has over 4 years of experience in the finance industry.

2
Tyler J. Johnson
CRD#: 6423340
14675 Sw Millikan Way, Beaverton, OR 97003
88
Wealthminder
score

Tyler Johnson (CRD# 6423340) is an Investment Advisor Representative working at Roi Financial in Beaverton, OR and has 1 year of experience in the finance industry.

3
Geoffrey Dougall
CRD#: 6014398
14675 Sw Millikan Way, Beaverton, OR 97003
87
Wealthminder
score

Geoffrey Dougall (CRD# 6014398) is an Investment Advisor Representative working at Roi Financial in Beaverton, OR and has 1 year of experience in the finance industry.

4
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 23 years of experience in the finance industry.

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