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Robert Joshua Roach

BFC Planning, Inc.

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About Robert Joshua Roach

Robert Roach is a financial advisor with over 10 years of experience in the financial services industry. Robert is currently registered with BFC Planning, Inc. and holds Series 7, 24, and 63 securities licenses. Robert specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and other businesses. Robert is also a Certified Financial Planner. Robert has previously worked with Royal Alliance Associates, Inc., and Berthel Fisher & Company Financial Services, Inc.

Firm Information

Robert Roach is currently registered with BFC Planning, Inc.. BFC Planning, Inc. is an investment advisory firm headquartered in Cedar Rapids, Iowa. The firm has over 200 investment advisor representatives and manages over $1.8 billion in assets. They provide financial planning, portfolio management for individuals, and selection of other advisors. BFC Planning serves a variety of clients, including individuals, corporations, pension plans, and charitable organizations.
BFC Planning, Inc.

4201 42ND STREET NE

CEDAR RAPIDS, IA 52402

$1.84B

Assets Under Management

Not reported

Total Clients

121

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fee

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Robert Roach’s Registration & Firm History

SC

07/31/2017 - Present

BFC Planning, Inc. (Greenville SC)

SC

08/20/2010 - 08/02/2017

ROYAL ALLIANCE ASSOCIATES, INC. (GREENVILLE SC)

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Licenses & Designations

BC

Issued 09/16/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/29/2011

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Joshua Roach.
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