David
Roach
Assuredpartners Investment Advisors
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About this Advisor
David Roach is a financial advisor based in Fort Lauderdale, Florida, working with Assuredpartners Investment Advisors. David has previously held positions at Geniac, Hillary For America, Fortune 360 Group LLC, and Southeast Toyota Finance. David has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, David is part of Assuredpartners Investment Advisors, which operates out of Fort Lauderdale, Florida. The firm has 12 offices and 22 employees. The firm manages assets totaling $179.0 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, selection of other advisers, educational seminars, and other services. The fee structure at Assuredpartners Investment Advisors includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Assuredpartners Investment Advisors Brokerage Details
$179,036,704
22
601
$297,898
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
David Roach Work History
Fortune 360 Group LLC
Fortune 360 Group LLC
Southeast Toyota Finance
Hillary For America
Geniac
Student/Unemployed
Student
Disclosures
Please visit the SEC profile of David Roach 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 Assuredpartners Investment Advisors
Tampa, FL
Madison, WI
Tampa, FL
Wake Forest, NC
Wilmington, DE
Lancaster, PA
Lititz, PA
Lancaster, PA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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