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Carver Financial Services

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  • Our Approach
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Randy Carver named to Forbes list of America’s Top Wealth Advisors 2016: The Pros Millionaires and Billionaires Trust With Their Money

August 3, 2016  Randy Carver named to Forbes list of  America’s Top Wealth Advisors 2016: The Pros Millionaires And Billionaires Trust With Their Money

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Randy Carver was named to this prestigious list which lists the top 200 advisors in the United States from among more than 490,000 eligible individuals.  Ranking algorithm is based on quality of practice, including: telephone and in-person interviews, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. “It’s an honor and privilege to be included in such an elite group.  This recognition reflects the professionalism and commitment to our clients of our entire team”- Randy Carver

Link to full story – http://www.forbes.com/top-wealth-advisors/#38a75f617051

Category: Awards

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