ROI FINANCIAL PLANNING, LLC of CLARKSVILLE, TN is an SEC-registered investment adviser (CRD 341025).
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| Sonia Ann Goforth | CHIEF COMPLIANCE OFFICER | — |
| Kyle Philip Roy | OWNER, PRESIDENT AND CEO | — |
| City | State | Employees | Phone |
|---|---|---|---|
| HENDERSONVILLE | TN | 3 | 615-251-8121 |
| EVANSVILLE | IN | 2 | 812-477-0144 |
| — | — | 1 | 5175257896 |