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George Washington Connell

Haverford Financial Services, Inc.

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About George Washington Connell

George Washington Connell is a financial advisor with over 50 years of experience in the industry. George Connell is currently registered with Haverford Financial Services, Inc. and Drexel Morgan & Co. George Connell has previously held positions at several firms including Drexel Burnham Lambert Incorporated, Drexel Burnham & Co. Incorporated, and Drexel Firestone Incorporated.

Firm Information

George Connell 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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George Connell’s Registration & Firm History

PA

02/15/2007 - Present

Haverford Financial Services, Inc. (RADNOR PA)

NA

01/06/1977 - 01/28/1983

DREXEL BURNHAM LAMBERT INCORPORATED

NA

02/06/1976 - 01/06/1977

DREXEL BURNHAM & CO. INCORPORATED

NA

03/22/1973 - 02/06/1976

DREXEL BURNHAM & CO. INCORPORATED

NA

09/06/1967 - 07/02/1973

DREXEL FIRESTONE INCORPORATED

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Licenses & Designations

BC

Issued 01/31/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/02/2023

Series 24 - General Securities Principal Examination

BC

Issued 08/28/1967

Series 40 - Registered Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/24/1961

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for George Washington Connell.
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