Robert Och
Robert Och is a ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Medina, OH, with 33 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
387 Medina Rd., Suite 500, Medina, OH, 44256
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert owns rental real estate and is a member of Southern Shore Vehicle Services, LLC. Navancer Group is the DBA name for the group insurance and non-variable life insurance elements of Robert's practice, but he spends minimal time on these activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Mutual Service Corporation
Mutual Service CorporationBroker
M Holdings Securities, INC.Broker
Mutual Service CorporationBroker
Northwestern Mutual Investment Services, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
State Registrations7 states
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