April 2023 – Randy Carver, RJFS Registered Principal, and the President of Carver Financial Services, Inc. has been named one of Barron’s Top 100 Financial Advisors in the United States for 2023. Carver placed #65 on the prestigious list, which is compiled based on a rigorous evaluation of various factors such as assets under management, revenue generated, and overall quality of practice. This is the first year Carver has been named to the list.
Carver has been a financial advisor for over 30 years and has consistently been recognized for his expertise in the industry. He specializes in developing customized investment strategies that align with his clients’ long-term goals and risk tolerance.
Upon receiving the news of his latest achievement, Carver expressed his gratitude to his clients and team, saying, “I am honored to be recognized by Barron’s, but this would not have been possible without the trust and support of my clients and the hard work of my team at Carver Financial Services. We remain committed to providing the highest level of service and guidance to help our clients achieve their financial objectives.”
Carver’s inclusion on the list highlights his commitment to excellence and his ability to deliver results for his clients. As one of the top financial advisors in the country, he is poised to continue making a significant impact in the financial industry for years to come.
Visit here to see Randy’s Profile.
Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by 961 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 (no criminal U4 issues), 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. This ranking is based upon the period from 12/31/2021 to 12/31/2022 and was released 4/14/2023. This ranking is not based in any way on the individual’s abilities in regards to providing investment advice or management. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an 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.
Please visit https://www.barrons.com/advisor/report/top-financial-advisors/independent for the full story.