MENTOR, Ohio – Apr 2, 2020 – Following the recognition in Forbes for 2020 Best-in-State Wealth Advisors on February 26th, Randy Carver, RJFS Registered Principal, and the President of Carver Financial Services Inc., was recognized by Barron’s on March 11th as one of the Top 1,200 financial advisors in the country and top three in Ohio. Randy has been recognized by Barron’s each year, since 2008.
Rankings for the Barron’s award are based on data provided by the nation’s 4,000 most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice 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. Barron’s listed their top 1,200 putting Randy in the top 4/10th of 1% of all advisors.
Since 1990, Carver Financial Services, Inc. has been helping clients in Lake County and around the world enhance and maintain their standard of living while simplifying their lives. Randy Carver and his team manage more than $1.6 billion in assets as of January 2020, providing comprehensive financial planning with a focus on retirement income.
Carver Financial Services Inc. offers securities through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. Carver Financial Services Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services. The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 nominations, more than 4,000 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info. Barron’s “Top 1,200 Financial Advisors: Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of 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. More information on the awards criteria is contained in the body of this material.
Company Name: Carver Financial Services Inc.
Contact Person: Kelley Drumm
Email: Send Email
Address:7473 Center Street
State: OH 44060
Country: United States