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).
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Total Assets Under Management162MILLION
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Total Number of Accounts1,165ACCOUNTS
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Average Account Value$138,688
- 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
CA, OR, TX, WA
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.
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.
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.