Haverford Financial Services, Inc.
Haverford Financial Services, Inc. (CRD# 130007) is a financial advisory firm headquartered in Radnor, PA. They manage $381,846,000 in 37 accounts and serve the financial needs of clients across 50 states (or territories).
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Total Assets Under Management382MILLION
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Total Number of Accounts37ACCOUNTS
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Average Account Value$10,320,162
- A percentage of assets under your management
- 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
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
Henry Smith (CRD# 2191412) is an Investment Advisor Representative working at Haverford Financial Services, Inc. in Radnor, PA and has over 32 years of experience in the finance industry.
Kimberly Southmayd (CRD# 5158463) is an Investment Advisor Representative working at Haverford Financial Services, Inc. in Radnor, PA and has over 9 years of experience in the finance industry.
Robert Stiles (CRD# 2814991) 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.
Christine Walker (CRD# 2691352) 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.
Binney Wietlisbach (CRD# 2229514) is an Investment Advisor Representative working at Haverford Financial Services, Inc. in Radnor, PA and has over 31 years of experience in the finance industry.