On September 26, 2017 FORBES recognized the Top Wealth Advisors in the United States. For the second year in a row Randy Carver was recognized on this prestigious list. “This recognition is a testament to the commitment and professionalism of our entire team”, commented Carver. Randy Carver and his team manage $1.2 billion in assets for clients globally. They’re located in Mentor Ohio at 7473 Center St and on the web at www.Carverfinancialservices.com
The Forbes ranking of America’s Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience. 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 the ranking. Research Summary (as of September 2017): 19,872 Advisor nominations were received, based on thresholds. 4,504 Advisors were invited to complete the online survey. 4,432 Advisors were interviewed by telephone. 923 Advisors were interviewed in-person at the Advisors’ location. Final list of the top 250 Advisors was then compiled based upon the quantitative criteria. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of 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.
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Randy Carver, Registered RJFS Principal
Branch 71U / 440-974-0808
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. [Insert DBA Name] is not a registered broker/dealer, and is independent of Raymond James Financial Services.
Company Name: Carver Financial Services Inc.
Contact Person: Randy Carver
Phone: (440) 974-0808
Address:7473 Center St.
State: OH 44060
Country: United States