2021, 2022, 2023
Best-In-State Wealth Advisors
Forbes Shook Research
Oppenheimer & Co. Inc. is pleased to congratulate Dave Carey Managing Director – Investments for being named a Forbes’ 2023-2021 “Best-in State Wealth Advisor”
Dave Carey is a member of Oppenheimer’s prestigious Chairman’s Council, which recognizes the Firm’s Top 40 Financial Advisors and is also a member of The President’s Advisory Council of Oppenheimer Asset Management, Inc. (“OAM”)
*The ranking is based on an algorithm of qualitative and quantitative data for rating thousands of individuals on revenue produced, assets under management, compliance records, and industry experience. Oppenheimer & Co. Inc. is not affiliated with Forbes or R.J. Shook Research.