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Haverford Financial Services, Inc. CRD 130007
$366M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Three Radnor Corporate Center Suite 450, Radnor, PA 19087-4580 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2014-10-20 |
Branch Locations
Three Radnor Corporate Center Suite 450, Radnor, PA 19087-4580 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Haverford Trust Company | Radnor | PA | 05/2006 | Present |
| Haverford Trust Securities, Inc. | Radnor | PA | 06/2006 | Present |
| Haverford Financial Services, Inc. | Radnor | PA | 07/2012 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-19 |
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