Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Roach is a financial advisor with LPL Financial LLC. Jeffrey has been in the financial services industry since 1989. Jeffrey is registered with the state of Indiana and Texas. Jeffrey is a registered representative of LPL Financial LLC and an investment advisor representative of Cambridge Investment Research Advisors, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IN
10/09/2023 - Present
LPL Financial LLC (CARMEL IN)
IN
10/23/2006 - 10/30/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Carmel IN)
IN
01/31/2005 - 10/06/2006
PARK AVENUE SECURITIES LLC (INDIANAPOLIS IN)
IN
04/02/2004 - 01/28/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
04/02/2004 - 01/28/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MI
02/25/2004 - 03/25/2004
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IN
08/21/1996 - 02/27/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/21/1996 - 02/27/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
06/19/1991 - 08/20/1996
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
NJ
10/09/1990 - 05/03/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
10/09/1990 - 05/03/1991
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
GA
01/11/1990 - 07/31/1990
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
IN
03/16/1989 - 04/20/1989
RAFFENSPERGER, HUGHES & CO., INC. (INDIANAPOLIS IN)
NA
07/21/1988 - 08/08/1988
SHEARSON LEHMAN HUTTON INC.
NA
04/29/1987 - 06/29/1988
EDWARD D. JONES & CO., L.P.
BC
Issued 06/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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