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Jeffrey Phillip Roach is a financial_advisor professional located in Carmel, IN. They specialize in financial advisory. With over 37 years of experience, they bring deep expertise to every client.
Jeffrey Phillip Roach - Lpl Financial Llc holds an active professional license (FINRA CRD) for your protection.
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Jeffrey Phillip Roach is a financial advisor operating under LPL Financial LLC in Carmel, Indiana. With 37 years in the financial services industry, Roach brings extensive experience to client relationships. His work is registered with FINRA, the regulatory body overseeing securities professionals and investment advisors. LPL Financial is one of the largest independent broker-dealer platforms in the United States, providing support and compliance oversight for advisors serving their communities.
Jeffrey Phillip Roach holds a FINRA CRD registration, which identifies him as a securities professional subject to FINRA oversight and regulatory requirements. This registration means he has completed required examinations and background checks, and his activities are monitored by FINRA to protect investors. The CRD (Central Registration Depository) system maintains his disciplinary history and licensing status, making his record publicly accessible. This structure ensures he operates within established compliance standards for financial advice and securities transactions.