Haverford Financial Services, Inc.

Haverford Financial Services, Inc. (CRD# 130007) is a financial advisory firm headquartered in Radnor, PA. They manage $346,895,270 in 30 accounts and serve the financial needs of clients across 50 states (or territories).

Current Firm Details
Three Radnor Corporate Center, Suite 450, Radnor, PA 19087
By the Numbers
  • Total Assets Under Management
    347
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $11,563,176
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 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 1 - 10 of 15 top financial advisors.
1
David Brune, financial advisor Radnor PA
David Brune
CRD#: 2520896
Three Radnor Corporate Center, Suite 450, Radnor, PA 19087

David Brune (CRD# 2520896) is an Investment Advisor Representative working at Haverford Financial Services, Inc. in Radnor, PA and has over 18 years of experience in the finance industry.

2
George Connell, financial advisor Radnor PA
George W. Connell
CRD#: 52263
Three Radnor Corporate Center, Suite 450, Radnor, PA 19087

George Connell (CRD# 52263) is an Investment Advisor Representative working at Haverford Financial Services, Inc. in Radnor, PA and has over 40 years of experience in the finance industry.

3
John Derderian, financial advisor Radnor PA
John M. Derderian
CRD#: 2191572
Three Radnor Corporate Center, Suite 450, Radnor, PA 19087

John Derderian (CRD# 2191572) is an Investment Advisor Representative working at Haverford Financial Services, Inc. in Radnor, PA and has over 30 years of experience in the finance industry.

4
John Donaldson, financial advisor Radnor PA
John H. Donaldson
CRD#: 721216
Three Radnor Corporate Center, Suite 450, Radnor, PA 19087

John Donaldson (CRD# 721216) is an Investment Advisor Representative working at Haverford Financial Services, Inc. in Radnor, PA and has over 43 years of experience in the finance industry.

5
Thomas Eby, financial advisor Radnor PA
Thomas K. Eby
CRD#: 2286733
Three Radnor Corporate Center, Suite 450, Radnor, PA 19087

Thomas Eby (CRD# 2286733) 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.

6
Lydia Holiat, financial advisor Radnor PA
Lydia C. Holiat
CRD#: 5649193
Three Radnor Corporate Center, Suite 450, Radnor, PA 19087

Lydia Holiat (CRD# 5649193) is an Investment Advisor Representative working at Haverford Financial Services, Inc. in Radnor, PA and has over 14 years of experience in the finance industry.

7
Seth Horwitz, financial advisor Radnor PA
Seth D. Horwitz
CRD#: 3267294
Three Radnor Corporate Center, Suite 450, Radnor, PA 19087

Seth Horwitz (CRD# 3267294) 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.

8
Timothy Hoyle, financial advisor Radnor PA
Timothy A. Hoyle
CRD#: 4738853
Three Radnor Corporate Center, Suite 450, Radnor, PA 19087

Timothy Hoyle (CRD# 4738853) 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.

9
Joseph McLaughlin, financial advisor Radnor PA
Joseph J. McLaughlin
CRD#: 2318774
Three Radnor Corporate Center, Suite 450, Radnor, PA 19087

Joseph McLaughlin (CRD# 2318774) 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.

10
David Peppard, financial advisor Radnor PA
David C. Peppard
CRD#: 4551523
Three Radnor Corporate Center, Suite 450, Radnor, PA 19087

David Peppard (CRD# 4551523) is an Investment Advisor Representative working at Haverford Financial Services, Inc. in Radnor, PA and has over 14 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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