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Christine Elizabeth Walker

Haverford Financial Services, Inc.

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About Christine Elizabeth Walker

Christine Elizabeth Walker is a registered investment advisor representative with Haverford Financial Services, Inc. in Radnor, Pennsylvania. Christine has been in the financial services industry since 1995. Christine holds the Series 6, Series 7, and Series 63 licenses. Christine is also a Certified Financial Planner. Prior to joining Haverford Financial Services, Inc., Christine was an investment advisor representative at Lehman Brothers Inc. Christine provides portfolio management services to individuals, businesses and investment companies.

Firm Information

Christine Walker is currently registered with Haverford Financial Services, Inc.. Haverford Financial Services, Inc. is an investment advisor with 25 investment advisory professionals. Located in RADNOR, PA, the firm manages approximately $346,895,270 in regulatory assets under management. The firm offers portfolio management for individuals, businesses, and investment companies. They also provide model portfolios to third parties. The firm serves corporations, individuals, insurance companies, charitable organizations, and investment companies. Haverford Financial Services, Inc. is a registered investment advisor and is required to file Form ADV with the SEC. The firm has been operating since 1990.
Haverford Financial Services, Inc.

THREE RADNOR CORPORATE CENTER

RADNOR, PA 19087-4546

$346.90M

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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hfs may provide model portfolios to third parties

Hfs may provide model portfolios to third parties

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christine Walker’s Registration & Firm History

PA

09/21/2015 - Present

Haverford Financial Services, Inc. (RADNOR PA)

PA

07/17/2006 - 09/18/2008

LEHMAN BROTHERS INC. (PHILADELPHIA PA)

MN

10/14/2005 - 07/03/2006

PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)

TN

01/19/2005 - 10/14/2005

ICBA FINANCIAL SERVICES CORPORATION (MEMPHIS TN)

PA

11/26/2002 - 04/15/2004

CITCO-QUAKER FUND DISTRIBUTORS, INC. (MALVERN PA)

PA

05/23/2000 - 11/18/2002

EAST COAST CONSULTANTS, INC. (MALVERN PA)

PA

12/14/1995 - 05/26/2000

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

BC

Issued 01/15/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/19/2002

Series 7 - General Securities Representative Examination

BC

Issued 12/13/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christine Elizabeth Walker.
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