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Carver Financial Services

Creating wealth management solutions based upon individual needs, goals and risk tolerance.

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Randy Carver Named As A Top Financial Advisor by Barron’s Magazine.

June 29, 2017 Randy Carver was again named to Barron’s Top Advisor Rankings list for Ohio. Randy placed in the top ten again this year improving his ranking by two spots as he is currently the #7 Top Ranking Advisor for the state of Ohio.

 

You can view the complete Barron’s listing by clicking here.

 

Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria. Data points that relate to quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records, client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of the advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James. Rankings are comprised of wirehouses, independent and RIA advisors; individual advisors not required to be individually registered with FINRA

Category: Awards

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