Trevor
Bruno
Roi Financial
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About this Advisor
Trevor Bruno is a financial advisor based in Beaverton, Oregon, working with Roi Financial. Trevor has previously held positions at Roi Financial Advisors, Travelers Indemnity Co, Smi Solutions, Oregon State University, Clackamas High School, and Roi Tax, LLC. Trevor has passed the Series 65 regulatory exam and is registered to provide services in Oregon and Washington. Currently, Trevor is part of Roi Financial, which operates out of Beaverton, Oregon. The firm has 2 offices and 9 employees. The firm manages assets totaling $161.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and educational seminars. The fee structure at Roi Financial includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Roi Financial Brokerage Details
$161,571,742
9
1,165
$138,688
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
Roi Tax, LLC
Roi Financial Advisors
Travelers Indemnity Co
Travelers Indemnity Co
Smi Solutions
Oregon State University
Clackamas High School
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
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