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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    382
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $10,320,162
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
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 11 - 15 of 15 top financial advisors.
11
Henry B. Smith
CRD#: 2191412
Three Radnor Corporate Center, Suite 450, Radnor, PA 19087

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.

12
Kimberly S. Southmayd
CRD#: 5158463
Three Radnor Corporate Center, Suite 450, Radnor, PA 19087

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.

13
Robert F. Stiles
CRD#: 2814991
Three Radnor Corporate Center, Suite 450, Radnor, PA 19087

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.

14
Christine E. Walker
CRD#: 2691352
Three Radnor Corporate Center, Suite 450, Radnor, PA 19087

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.

15
Binney H. Wietlisbach
CRD#: 2229514
Three Radnor Corporate Center, Suite 450, Radnor, PA 19087

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.

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