Merrill
44yrs
Top advisor by experience in Plantation
7yrs
David Roach
Full name on record: David Christopher Roach
Financial advisor at Gallagher Fiduciary Advisors
David Roach has worked in the financial industry for 7 years and is a fiduciary financial advisor based in Plantation, Florida. David has been with Gallagher Fiduciary Advisors since 2026; before that, David spent two years at Fortune 360 Group. Gallagher Fiduciary Advisors offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 187 advisors with offices in Plantation, and one of 169 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office8211 West Broward Blvd. Suite 200, Plantation, FL 33324
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$248,122
Advisors at the firm127
States licensed ?1 state
Services through Gallagher Fiduciary Advisors
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther 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 65Uniform Investment Adviser Law Examination
Career
- Sep 2026 – nowGallagher Fiduciary Advisors, LLCCurrent firm
- Jan 2026 – now
- Apr 2021 – Feb 2023Fortune 360 Group LLCPreviously
Contact David
(630) 773-3800Firm headquarters in Rolling Meadows, IL. Ask for David. 8211 West Broward Blvd. Suite 200Plantation, FL 33324Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask David
Tailored to David’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About David
How do I contact David?
Call Gallagher Fiduciary Advisors at (630) 773-3800 and ask for David Roach. David works from the Plantation, FL office.
How long has David been a financial advisor?
David has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does David hold?
Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Gallagher Fiduciary Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David 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.
Other advisors nearby
Merrill
43yrs
Top 1% by experience in Plantation
Morgan Stanley
43yrs
Top 2% by experience in Plantation
Independent Advisor Alliance
42yrs
Top 1% by experience at Independent Advisor Alliance
Akar Capital Management
41yrs
Top 3% by experience in Plantation
Morgan Stanley
41yrs
Top 3% by experience in Plantation