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Kyle Philip Roy

Owner, President And CeoRoi Financial Planning, LLCCRD 4898839

About Kyle Philip Roy

Kyle Philip Roy is listed as Owner, President And Ceo at Roi Financial Planning, LLC in Clarksville, TN. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Roi Financial Planning, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Kyle Philip Roy work?

Kyle Philip Roy is listed as Owner, President And Ceo at Roi Financial Planning, LLC on SEC Form ADV.

How much of Roi Financial Planning, LLC does Kyle Philip Roy own?

Form ADV reports a beneficial ownership band of Over 75%.

Roi Financial Planning, LLC

TitleOwner, President And Ceo
OwnershipOver 75%
Control personYes
Since2020