RM
RM

Richard Medich

44 Years of Experience
Upper Arlington, OH
Broker

Richard Medich is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Upper Arlington, OH, with 44 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

5001 Horizons Drive, Suite 102, Upper Arlington, OH, 43220

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Richard is the president and owner of Medich Group Inc, dedicating about half his time to this support company. He also owns rental real estate and serves as an officer for St. Stevans Orthodox Church, but spends minimal time on these activities.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2010 - Present · 16 yrs 2 mos
Raymond James Financial Services, INC.Broker
March 2010 - Present · 16 yrs 2 mos
Previous Registrations
Morgan Stanley Smith BarneyBroker
June 2009 - April 2010 · 10 mos
Morgan Stanley Smith Barney LLC
June 2009 - April 2010 · 10 mos
Citigroup Global Markets INC.
November 2005 - June 2009 · 3 yrs 7 mos
Citigroup Global Markets INC.Broker
November 2005 - June 2009 · 3 yrs 7 mos
Advest, INC.
November 1999 - December 2005 · 6 yrs 1 mo
Advest, INC.Broker
February 1997 - December 2005 · 8 yrs 10 mos
J.C. Bradford & CO.Broker
January 1991 - February 1997 · 6 yrs 1 mo
Prudential-Bache Securities INC.Broker
May 1981 - February 1991 · 9 yrs 9 mos
State Registrations21 states
AZCACOCTFLGAIAILINMAMDMONCNJOHPASCTXVAWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Richard Medich - Financial Advisor | TrueAdvisor