August 17, 2022 – FORBES published its 2022 list of Top 250 Wealth Advisors in the United States. This is the seventh year in a row that Randy Carver, President of Carver Financial Services Inc. and registered Principal with Raymond James Financial Services Inc., was included in this prestigious list, ranking #97. There were more than 36,110 nominations received from across the country, with seven recognized in Ohio.
Randy’s profile – https://www.forbes.com/profile/randy-carver/#13c1301c739a
The Forbes ranking of the Top 250 Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, 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 36,110 nominations, 250 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.