David Roach

from Assuredpartners Investment Advisors
SEC regulated
Regulated Investment Advisor
David Roach is a financial advisor based in Florida, Tampa, with 12 years of experience. David currently works for Assuredpartners Investment Advisors. David maintains a S65 license (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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David Roach works at Assuredpartners Investment Advisors
Assuredpartners Investment Advisors is a financial advisory firm based in Tampa, Florida. It currently has approximately $179,036,704 of assets under management and employs about 22 people. Assuredpartners Investment Advisors uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and compensation related to referrals.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
1 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and compensation related to referrals
Office location
4600 W. Cypress Street, Suite 405, Tampa, Florida, 33607

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