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David Christopher Peppard

Haverford Financial Services, Inc.

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About David Christopher Peppard

David Christopher Peppard is a financial advisor and registered representative with Haverford Financial Services, Inc., based in Radnor, Pennsylvania. David has been in the financial services industry since June 2009. He holds the Series 7, Series 63, Series 66, Series 86, and Series 87 securities licenses. David has worked with a variety of clients, including individuals, corporations, investment companies, and charitable organizations. He has experience in portfolio management, financial planning, and investment advisory services.

Firm Information

David Peppard 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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David Peppard’s Registration & Firm History

PA

02/13/2015 - Present

Haverford Financial Services, Inc. (RADNOR PA)

PA

05/20/2009 - 10/25/2013

JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)

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Licenses & Designations

BOTH

Issued 02/12/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/11/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/2009

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 07/14/2009

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 05/19/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Christopher Peppard.
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