R. Roach Email & Phone Number
Partner | Investment Adviser Representative @ 1st & Main Investment Advisors
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
R. Roach Location
- Greenville, SC, US
R. Roach Work
- 2017 -now Partner | Investment Adviser Representative @
R. Roach Education
- Certified Financial Planner Board of Standards, Inc. (CFP Board)
CFP® Designation (Multi-/Interdisciplinary Studies, General)
2007-2009 - University of South Carolina-Columbia
Bachelor of Science (BS) (Accounting)
2005-2005 - University of South Carolina-Columbia
Bachelor of Science (BS) (Marketing/Marketing Management, General)
1998-2002
R. Roach Skills
- Alternative Investments
- Series 63
- Certified Financial
- Personal Tax Planning
- Estate Tax Planning
- Retirement Planning
- Wealth Management Services
- IRAs
- Investments
- 401k
- Investment Advisory
- Asset Allocation
- Wealth Management
- Life Insurance
- Mutual Funds
- Uniform Combined State Law
- Investment Strategies
- Certified Financial Planner
- Licensed Life And Health Insurance Agent
- Series 24
- Uniform Combined State
- 401k Rollovers
- ETFs
- Inheritance Tax Planning
- Retirement
- Licensed Life And Health
- Series 7
- Securities
- Investment Management
R. Roach Summary
- R. Roach, based in Greenville, SC, US, is currently a Partner | Investment Adviser Representative at 1st & Main Investment Advisors. R. Roach holds a 2007 - 2009 CFP® Designation in Multi-/Interdisciplinary Studies, General @ Certified Financial Planner Board of Standards, Inc. (CFP Board). With a robust skill set that includes Alternative Investments, Series 63, Certified Financial, Personal Tax Planning, Estate Tax Planning and more. R. Roach has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different R. Roach?
Find contact details for 700 million professionals.
Others Named R. Roach
R Roach
Manager
Chennai, TN, IN
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co