Unclaimed Profile

Timothy Andrew Hoyle

HAVERFORD FINANCIAL SERVICES, INC.·RADNOR, Pennsylvania

SIE, Series 7, Series 65, Series 66CFAClean record22 years registeredHAVERFORD FINANCIAL SERVICES, INC.

THREE RADNOR CORPORATE CENTER, RADNOR, PA 19087-4546CRD# 4738853Firm CRD# 130007

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Timothy Andrew Hoyle · RADNOR, PA

Registration

CRD #4738853 · HAVERFORD FINANCIAL SERVICES, INC. · 22 years registered

Brand Profile

Not yet started

Career History

HAVERFORD FINANCIAL SERVICES, INC.

Feb 2010 – present

HAVERFORD INVESTMENT MANAGEMENT, INC.

Jul 2004 – Oct 2008

RADNOR, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 65

Series 66

Registration record

First registered · July 20, 2004

Years registered · 22

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HAVERFORD FINANCIAL SERVICES, INC.

CRD 130007 · SEC 801-62759

AUM

$347M

Regulatory assets under management

Employees

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. →

Introduction

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Frequently Asked Questions

What services does Timothy Andrew Hoyle offer?

Timothy Andrew Hoyle specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in RADNOR, Pennsylvania for a consultation.

What are Timothy Andrew Hoyle's credentials?

Timothy Andrew Hoyle holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Timothy Andrew Hoyle located?

Timothy Andrew Hoyle 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 Timothy Andrew Hoyle charge for services?

Timothy Andrew Hoyle'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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