SEC CRD #801-121903
With over $100 million in regulatory assets under management, ROI Financial Advisors, LLC is registered with the SEC as a Registered Investment Adviser. With over $100 million in regulatory assets under management, ROI Financial Advisors, LLC is registered with the SEC as a Registered Investment Adviser. ROI Financial Advisors, LLC (dba ROI Financial) ... firm based in Beaverton, Oregon, providing financial planning and investment management services to clients.
LANCE JOHNSON
CHIEF COMPLIANCE OFFICER
📞 (503) 941-5925
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AUM
$264M
Location
BEAVERTON, OR
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