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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
    • Personal Vision Planning®
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    • Team Advantage
    • Our Partnership with You
  • About Us
    • Meet the Team
    • Our History
    • Awards & Recognition
    • Randy’s Story
    • Carver Cares
    • About Raymond James
  • Resources
    • Our Videos
    • Client Communications
    • Randy’s Blog
    • Carver in the News
    • Client Access Videos
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Randy Carver named one of Top 100 Independent Advisors in US by Barron’s Magazine

August 24, 2015,  Barron’s Magazine named Randy Carver as one of  the top 100 independent financial advisors in the United States.  Randy has been recognized by Barron’s for various awards each year since 2008.   The selection is based upon a number of factors including  “assets under management, the quality of the practice  revenue produced for the firm, regulatory record, and philanthropic work”. Investment performance isn’t 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.  While Barron’s has recognized Randy this really reflects on the quality of the team at Carver Financial Services Inc. without all of whom this would not be possible.

 

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.

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