Lance Jarl Johnson
Investment adviser representative at Roi Financial
15 yearsExperience
3 statesRegistered in
$264.2MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Roi FinancialFeb 2015 to now
- R.O. I. Financial AdvisorsDec 2011 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 3 states (OR, TX, WA).
Roi Financial
Legal name: Roi Financial Advisors, LLC
$264.2MAssets managed
283Clients
2Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2244093
- Firm CRD
- 160100