Richard Carver, CRPC®, RFC®

Richard Carver, CRPC®, RFC®

Founding Partner, Wealth Advisor

Richard has been a Registered Representative and Investment Advisor Representative since 2004. His securities registrations include the Series 7, 63, (held with LPL Financial) and 66 (held with IFG Advisory, LLC). He also maintains insurance licenses in life, health & sickness, and variable products.

Prior to financial services, Richard worked for one of the largest insurance providers from 2002 until 2004. While there, he specialized in Employee and Retirement Benefits for mid-size to large corporations.

Richard's professional areas of focus include, but may not be limited to, the following:

* Investments (stocks, bonds, mutual funds, exchange-traded funds, closed-end funds, unit investment trusts, and money markets)

* Alternative Investments (real estate investments trusts, structured products, and managed futures)

* Insurance (life, long-term care, and variable products)

* Financial Planning (Education, Estate, and Retirement)

* IRAs (Traditional and Roth)

* Retirement Plans (401k, 403b, SEP, and SIMPLE)

* Education Plans (529 Plans and Coverdell Savings Plans).

If you would like to schedule a complimentary and confidential consultation with Richard to discuss your upcoming retirement or other financial goals, please call 678-590-2702 or email

Richard resides in Andrews, NC with his wife, Jennifer, and their seven children, Christian, Andrew, Matthew, Rachel, Rebecca, Aaron, and Mary. A Georgia native, Richard graduated from the University of Georgia with a Bachelor of Landscape Architecture in June 1998.