Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Carver has over 18 years of experience in the financial services industry. Richard is a registered representative and investment advisor representative with IFG Advisory, LLC, a registered investment advisor. Richard also has a DBA for LPL Business, called Integrated Financial Group, and a business entity for tax/investment purposes only, called Richard S. Carver, LLC. DBA Carver Capital. Richard provides investment advisory services through IFG Advisory, LLC, an independent investment advisor firm. Richard is also a licensed insurance agent and provides non-variable insurance services. Richard specializes in providing financial planning, pension consulting, educational seminars, and selection of other advisors. Richard has been registered with the SEC and state securities regulators for over 18 years.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
GA
06/04/2020 - Present
IFG Advisory, LLC (ATLANTA GA)
NC
11/06/2009 - 06/04/2020
CETERA ADVISORS LLC (ANDREWS NC)
GA
08/20/2007 - 11/10/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
GA
04/02/2004 - 08/21/2007
MULTI-FINANCIAL SECURITIES CORPORATION (CANTON GA)
BOTH
Issued 11/10/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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