Haverford Financial Services, Inc.

Haverford Financial Services, Inc. (CRD# 130007) is a financial advisory firm headquartered in Radnor, PA. They manage $308,960,122 in 137 accounts and serve the financial needs of clients across 50 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    309
    MILLION
  • Total Number of Accounts
    137
    ACCOUNTS
  • Average Account Value
    $2,255,183
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Haverford Financial Services, Inc.
Showing 1 - 10 of 19 top financial advisors.
1
Jeffrey M. Bagley
CRD#: 2023697
Three Radnor Corporate Center, Suite 450, Radnor, PA 19087
96
Wealthminder
score

Jeffrey Bagley (CRD# 2023697) is an Investment Advisor Representative working at Haverford Financial Services, Inc. in Radnor, PA and has over 28 years of experience in the finance industry.

2
John H. Donaldson
CRD#: 721216
Three Radnor Corporate Center, Suite 450, Radnor, PA 19087
96
Wealthminder
score

John Donaldson (CRD# 721216) is an Investment Advisor Representative working at Haverford Financial Services, Inc. in Radnor, PA and has over 37 years of experience in the finance industry.

3
Timothy A. Hoyle
CRD#: 4738853
Three Radnor Corporate Center, Suite 450, Radnor, PA 19087
96
Wealthminder
score

Timothy Hoyle (CRD# 4738853) is an Investment Advisor Representative working at Haverford Financial Services, Inc. in Radnor, PA and has over 16 years of experience in the finance industry.

4
Sara A. Nelb
CRD#: 5762941
Three Radnor Corporate Center, Suite 450, Radnor, PA 19087
96
Wealthminder
score

Sara Nelb (CRD# 5762941) is an Investment Advisor Representative working at Haverford Financial Services, Inc. in Radnor, PA and has over 7 years of experience in the finance industry. Sara Nelb has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Christine E. Walker
CRD#: 2691352
Three Radnor Corporate Center, Suite 450, Radnor, PA 19087
96
Wealthminder
score

Christine Walker (CRD# 2691352) is an Investment Advisor Representative working at Haverford Financial Services, Inc. in Radnor, PA and has over 22 years of experience in the finance industry. Christine Walker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
David Brune
CRD#: 2520896
Three Radnor Corporate Center, Suite 450, Radnor, PA 19087
93
Wealthminder
score

David Brune (CRD# 2520896) is an Investment Advisor Representative working at Haverford Financial Services, Inc. in Radnor, PA and has over 12 years of experience in the finance industry.

7
George W. Connell
CRD#: 52263
Three Radnor Corporate Center, Suite 450, Radnor, PA 19087
93
Wealthminder
score

George Connell (CRD# 52263) is an Investment Advisor Representative working at Haverford Financial Services, Inc. in Radnor, PA and has over 34 years of experience in the finance industry.

8
John M. Derderian
CRD#: 2191572
Three Radnor Corporate Center, Suite 450, Radnor, PA 19087
93
Wealthminder
score

John Derderian (CRD# 2191572) is an Investment Advisor Representative working at Haverford Financial Services, Inc. in Radnor, PA and has over 25 years of experience in the finance industry.

9
Thomas K. Eby
CRD#: 2286733
Three Radnor Corporate Center, Suite 450, Radnor, PA 19087
93
Wealthminder
score

Thomas Eby (CRD# 2286733) is an Investment Advisor Representative working at Haverford Financial Services, Inc. in Radnor, PA and has over 25 years of experience in the finance industry.

10
Lydia C. Holiat
CRD#: 5649193
Three Radnor Corporate Center, Suite 450, Radnor, PA 19087
93
Wealthminder
score

Lydia Holiat (CRD# 5649193) is an Investment Advisor Representative working at Haverford Financial Services, Inc. in Radnor, PA and has over 8 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.