Financial ADVSR advisor directory · SEC adviser records
R.O.I. financial advisors
Every SEC-registered investment adviser representative at R.O.I., by the state and city of the office they work from.
3 registered advisors work at R.O.I., in 1 state and 2 cities; the most are in Lindon, UT (2). 2 list the CFP designation and 0 are also registered broker representatives.
Search every R.O.I. advisor by name →Who joined and left R.O.I. →
Cities with the most R.O.I. advisors
R.O.I. advisors by state
Questions
How many financial advisors does R.O.I. have?
3 investment adviser representatives are registered with R.O.I., according to the SEC's Investment Adviser Public Disclosure records, in 1 states and 2 cities. 2 list the CFP designation and 0 are also registered as broker representatives.
Where does R.O.I. have the most advisors?
Lindon, UT, with 2 registered advisors, then Lehi, UT (1). By state, Utah has the most, with 3.
How do I find a R.O.I. financial advisor near me?
Pick your state below, then your city, to see every R.O.I. advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at R.O.I. offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →