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 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 August 2017 issue of Barron’s named Randy Carver as one of the Top Independent advisors in the United States. Randy has been recognized by Barron’s each year since 2008. The rankings are based on data provided by the nation’s most productive advisors. 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.
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.