George
Connell
Haverford Financial Services, Inc
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About this Advisor
George Connell is a financial advisor based in Wayne, Pennsylvania, working with Haverford Financial Services, Inc. George has previously held positions at Haverford Trust Securities, Inc, The Haverford Trust Company, Drexel Morgan & Co, Haverford Financial Services, Inc, and Derxel Morgan Capital Advisers, Inc. George has passed the Series 63 regulatory exam and is registered to provide services in Pennsylvania. Currently, George is part of Haverford Financial Services, Inc, which operates out of Wayne, Pennsylvania. The firm has 45 employees and manages assets totaling $346.9 million. The firm serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and other services. The fee structure at Haverford Financial Services, Inc includes asset-based fees.
Certifications and Registrations
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Haverford Financial Services, Inc Brokerage Details
$346,895,270
45
30
$11,563,176
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Other
George Connell Work History
Derxel Morgan Capital Advisers, Inc
Drexel Morgan & Co
Haverford Financial Services, Inc
The Haverford Trust Company
Haverford Trust Securities, Inc
Disclosures
Please visit the SEC profile of George Connell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Haverford Financial Services, Inc
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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