ROI FINANCIAL ADVISORS, LLC
Legal name: ROI FINANCIAL
CRD #160100 SEC #801-121903 BEAVERTON, OR 503-941-5925
SEC Registered
Total AUM
$220.5M
Discretionary
$214.3M
Employees
8
Clients
101
Accounts
1,395
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 24, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JOHNSON, LANCE, JARL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| JOHNSON, LANCE, JARL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| JOHNSON, LANCE, JARL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | E | Control |
| JOHNSON, LANCE, JARL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | E | Control |
| JOHNSON, LANCE, JARL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | E | Control |
| JOHNSON, LANCE, JARL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | E | Control |
| JOHNSON, LANCE, JARL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | E | Control |
| JOHNSON, LANCE, JARL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | E | Control |
| JOHNSON, LANCE, JARL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | E | Control |
| JOHNSON, LANCE, JARL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | E | Control |
| JOHNSON, LANCE, JARL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | E | Control |
Registrations
Federal
IA
Mar 24, 2025 REGISTERED
Notice Filings (4)
CA OR TX WA
Address
14675 SW MILLIKAN WAYBEAVERTON, OR 97003
United States
Phone: 503-941-5925