DR
DR

David Christopher Roach

4 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
42 advisors
Number of Clients
1,945 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$3.3B

Fee Structure

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Location

8211 West Broward Blvd., Suite 200, Plantation, FL, 33324

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Assuredpartners Investment Advisors
November 2022 - Present · 3 yrs 3 mos
Previous Registrations
Fortune 360 Group LLC
April 2021 - February 2023 · 1 yr 10 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.