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 May 2013 issue of Barron’s named Randy Carver as one of the Top 1,000 advisors in the United States and top 6 in Ohio. The rankings are based on data provided by the nation’s most productive advisors.1 Randy and his team have been recognized by Barrons’ magazine and also Registered Rep Magazine every year since 2008. Registered Rep’s America’s Top 100 Independent Broker/Dealer Advisors award based upon assets under management, and other subjective factors not disclosed by the magazine, for advisors with $150 million in assets or greater.
Randy has taught Accountancy Board approved CPE courses and Supreme Court Commission on Continuing Legal Education approved courses for attorneys since 1987. One of the most sought after economic professionals in the United States, Randy was featured as one of the “50 Most Interesting People in Cleveland” by Cleveland Magazine and has appeared as an economic professional commentator on FOX, CNN and CNNfn TV, USA Today, the New York Times and The Wall Street Journal.
He lives in Kirtland Hills, Ohio, with his significant other Christine and their three dogs Zeus, Olympia and Athena. Randy is a licensed private pilot, flying a twin engine Cessna (1973 414 Ram VI) for both business and pleasure and pursues other eclectic hobbies ranging from gourmet cooking to riding motorcycles.
1. 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.