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Carver Financial Services

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

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  • Our Approach
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  • About Us
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Financial Times names Randy Carver to FT 400 Top Financial Advisers List

March 30, 2017 Randy Carver was recognized as one of the 400 most elite advisors at national, independent, regional and bank broker-dealers across the U.S. Each member of this prestigious group manages an average of $1.7 billion in assets. To create this list the Financial Times asked the largest U.S. broker-dealers for lists of their advisors with 10+ years of experience and $300 million or more in assets under management; the brokerages had no subjective input. The Financial Times then invited qualifying advisors – a list which totaled roughly 800 to fill out an online application and they were scored on several factors, including assets under management (AUM), AUM growth rate, compliance records, years of experience, industry certifications, and online accessibility.. Selection was independent and objective and fully at the discretion of the Financial Times.

Randy and the team at Carver Financial Services Inc., manage more than $1 billion in client assets, and focus on retirement income planning. Securities are offered through Raymond James Financial Services Inc., member FINRA/SIPC, at 7473 Center St., Mentor OH 44060.  Investment advisory services offered through Raymond James Financial Services Advisors, Inc., Carver Financial Services is not a registered broker/dealer, and is independent of Raymond James Financial Services.

To see the full listing by state, click here.

 

Category: Awards

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Securities offered through Raymond James Financial Services, Inc. member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Carver Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

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