Wells Fargo Advisors
47yrs
Top advisor by experience in Fort Myers
33yrs
Michael Roach is a financial advisor in Fort Myers, Florida, with 33 years in the industry. Michael joined LPL Financial in 2022, after 29 years at FSC Securities. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience33 years (since 1993)
How that compares ?Top 11% by experience in Florida
Office6835 Porto Fino Circle #2, Fort Myers, FL 33912
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2022 – nowLPL Financial LLCCurrent firm
- 1993 – 2022FSC Securities CorporationPreviously
Contact Michael
Local office(239) 275-9233Ask for Michael. (704) 733-3300Main office · Fort Mill, SC 6835 Porto Fino Circle #2Fort Myers, FL 33912Office · Get directions Facebook pageLPL Financial
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Michael’s local office at (239) 275-9233 or the LPL Financial main office at (704) 733-3300, and ask for Michael Roach.
How long has Michael been a financial advisor?
Michael has been in the industry since 1993, about 33 years. Top 11% by experience in Florida.
What licenses does Michael hold?
Series 63. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Michael paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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