Randy Carver, CRPC® is President of Carver Financial Services Inc., an independent registered investment advisor and a registered principal with Raymond James Financial Services Inc. (member FINRA/SIPC). The Carver Financial Services team manages in excess of $1.5 billion for clients globally.
Randy has worked in the financial services industry since 1986 and founded Carver Financial Services, Inc. in 1990. Randy is a General Securities Principal (Series 24 license), Municipal Securities Representative (Series 53 license) Commodities Principal (series 31), holds Series 7 and Series 63 securities licenses, in addition to life, health and variable annuity insurance licenses. Randy has earned the Chartered Retirement Planning Counselor® designation from The College for Financial Planning®.
The September 2019 issue of Barron’s named Randy Carver as one of the Top 100 Independent Advisors in the United States. Randy has been recognized by Barron’s each year since 2008. 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 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 in FINRA.
Randy has taught Accountancy Board approved CPE courses and Supreme Court Commission on Continuing Legal Education approved courses for attorneys since 1987. Randy was featured as one of the “50 Most Interesting People in Cleveland” by Cleveland Magazine and has appeared as an expert commentator on FOX, CNN and CNNfn TV, USA Today, the New York Times and The Wall Street Journal.