Trevor
Bruno
Roi Financial
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About this Advisor
Trevor Bruno is a financial advisor who works in Beaverton, Oregon who has 3 years of industry experience. Bruno is an advisor for Roi Financial. Throughout their career, Bruno has worked at Roi Financial Advisors, Travelers Indemnity Co, Smi Solutions, Oregon State University and Clackamas High School. Bruno maintains a Series 65 license, designating them as an investment advisor representative, and can advise clients in Oregon and Washington. Roi Financial is a business based in Beaverton, OR. The investment advisory business has offices in two locations and a total of eight employees. It manages $126 million in total assets among its 1,064 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 1,064 accounts, 16% belong to high-net-worth clients who have at least $1 million in assets available to invest. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Fees for financial advisory services usually are based on which services the firm provides the client. Fees charged by Roi Financial may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Roi Financial Brokerage Details
$126,162,601
8
1,064
$118,574
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Trevor Bruno Work History
Trevor has been registered as a financial advisor for 3 years.*
Roi Financial Advisors
Travelers Indemnity Co
Travelers Indemnity Co
Smi Solutions
Oregon State University
Clackamas High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Trevor Bruno to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Roi Financial
Beaverton, OR
Beaverton, OR
Beaverton, OR
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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