ROI FINANCIAL ADVISORS, LLC of BEAVERTON, OR is an SEC-registered investment adviser (CRD 160100). Regulatory assets under management: $264.2M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| Lance Jarl Johnson | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | — |
| JOHNSON LANCE JARL | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | — |
| Trevor Patrick Bruno | MEMBER AND INVESTMENT ADVISER REPRESENTATIVE | — |