Commonwealth Financial Network
39yrs
Top advisor by experience in Medina
22yrs
Robert Och
Full name on record: Robert Eugene Och
Financial advisor at Raymond James Financial Services Advisors
Robert Och has worked in the financial industry for 22 years and is a financial advisor based in Medina, Ohio. After two years at Mutual Service, Robert joined Raymond James Financial Services Advisors in 2009, a firm offering financial planning, investment management, and retirement plan consulting. Robert holds the ChFC designation.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 66% of advisors in Medina
Office387 Medina Rd. Suite 500, Medina, OH 44256
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$700,796
Advisors at the firm6,468
States licensed ?1 state
Services through Raymond James Financial Services Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2009 – nowRaymond James Financial Services Advisors, Inc.Current firm
- 2005 – 2007Mutual Service CorporationPreviously
Questions to ask Robert
Tailored to Robert’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Raymond James Financial Services Advisors at 727-567-3020 and ask for Robert Och. Robert works from the Medina, OH office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2004, about 22 years. More experience than 66% of advisors in Medina.
What licenses does Robert hold?
Series 63. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Robert paid?
Raymond James Financial Services Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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