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John Sheldon Supplee

HAVERFORD FINANCIAL SERVICES, INC.·RADNOR, Pennsylvania
SIE, Series 7, Series 24, Series 99Clean recordHAVERFORD FINANCIAL SERVICES, INC.
THREE RADNOR CORPORATE CENTER, RADNOR, PA 19087-4546CRD# 4202806Firm CRD# 130007

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Sheldon Supplee · RADNOR, PA
Registration
CRD #4202806 · HAVERFORD FINANCIAL SERVICES, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 99
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
HAVERFORD FINANCIAL SERVICES, INC.
CRD 130007 · SEC 801-62759
AUM
$347M
Regulatory assets under management
Employees
45
30 client accounts
Services offered by HAVERFORD FINANCIAL SERVICES, INC.
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
View all advisors at HAVERFORD FINANCIAL SERVICES, INC. →
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Frequently Asked Questions

What services does John Sheldon Supplee offer?
John Sheldon Supplee specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in RADNOR, Pennsylvania for a consultation.
What are John Sheldon Supplee's credentials?
John Sheldon Supplee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Sheldon Supplee located?
John Sheldon Supplee is based in RADNOR, Pennsylvania, working with HAVERFORD FINANCIAL SERVICES, INC.. Their office serves clients in the RADNOR metropolitan area and surrounding communities.
How does John Sheldon Supplee charge for services?
John Sheldon Supplee's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HAVERFORD FINANCIAL SERVICES, INC.?
HAVERFORD FINANCIAL SERVICES, INC. has approximately 45 employees and manages $347M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HAVERFORD FINANCIAL SERVICES, INC.

Henry Belin Smith
RADNOR, PA
John Hannum Donaldson
RADNOR, PA
Joseph James Mclaughlin
RADNOR, PA
Timothy Andrew Hoyle
RADNOR, PA
CFA
Binney Holden Connell Wietlisbach
RADNOR, PA

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Research
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