RBC Capital Markets
47yrs
Top advisor by experience in Greenville
16yrs
Robert Roach has worked in the financial industry for 16 years and is a financial advisor based in Greenville, South Carolina. Robert has been with BFC Planning since 2017; before that, Robert spent seven years at Norris Financial Group. Robert holds the CFP® designation.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 59% of advisors in Greenville
Office10 Aberdeen Dr., Greenville, SC 29605
FirmBFC Planning
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$325,935
Advisors at the firm186
States licensed ?1 state
Services through BFC Planning
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2017 – nowBFC Planning, Inc.Current firm
- 2010 – 2017Norris Financial Group, LLCPreviously
Contact Robert
10 Aberdeen Dr.Greenville, SC 29605Office · Get directions Firm main line(319) 447-5700Headquarters: BFC Planning · Cedar Rapids, IA LinkedIn pageBFC Planning
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- 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?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Robert
How do I contact Robert?
Call BFC Planning at (319) 447-5700 and ask for Robert Roach. Robert works from the Greenville, SC office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2010, about 16 years. More experience than 59% of advisors in Greenville.
What licenses does Robert hold?
Series 63. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Robert paid?
BFC Planning reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Robert 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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