Robert Joshua Roach
Investment adviser representative at Bfc Planning, Inc.
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Bfc Planning, Inc.Jul 2017 to now
- Berthel Fisher & Company Financial Services, Inc.Jul 2017 to now
- Royal AllianceJul 2010 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
State registrations
Registered as an investment adviser representative in 1 state (SC).
Bfc Planning, Inc.
$3.8BAssets managed
11,448Clients
231Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5136246
- Firm CRD
- 119682