AdFi
DC

David Christopher Roach

Investment Adviser Representative at ASSUREDPARTNERS INVESTMENT ADVISORS

Plantation, FLCRD #6071400Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

David Christopher Roach has worked in the securities industry since 2021.

Registrations & licenses

Registration type
Investment Adviser Rep
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/19/2019

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Assuredpartners Investment Advisors Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ASSUREDPARTNERS INVESTMENT ADVISORSCurrent
11/18/2022Plantation, FL
FORTUNE 360 GROUP LLC
4/20/20212/24/2023Plantation, FL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at ASSUREDPARTNERS INVESTMENT ADVISORS

Showing 12 of 33 in the directory

View ASSUREDPARTNERS INVESTMENT ADVISORS firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Christopher Roach has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

David Christopher Roach - Financial Advisor in Plantation, FL | AdvisorFinder