Christopher
Nguyen
Haverford Financial Services, Inc
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About this Advisor
Christopher Nguyen is a financial advisor who works in Wayne, Pennsylvania with 2 years of industry experience. Nguyen is an advisor for Haverford Financial Services, Inc. Over the course of their career, Nguyen has held roles at Mycio Wealth Partners, LLC, University Of Pittsburgh, Malvern Preparatory School, Marple Newtown Swim Club, Nationwide Insurance, Chartwell Investment Partners, Domain Associates, The Haverford Trust Company and Haverford Financial Services, Inc. Nguyen has a Series 65 license, which qualifies them as an investment advisor representative, and can work in Pennsylvania. Haverford Financial Services, Inc is a financial advisory company that has its headquarters in Wayne, PA. It handles $382 million in assets between its 37 client accounts, making it one of the larger firms in the country by assets under management. The firm advises six charitable organizations. Haverford Financial Services, Inc offers a wide range of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Fees for financial advisory services typically are based on the type of services. However, fees billed by Haverford Financial Services, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Haverford Financial Services, Inc Brokerage Details
$381,846,000
43
37
$10,320,162
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other
Christopher Nguyen Work History
Christopher has been registered as a financial advisor for 2 years.*
The Haverford Trust Company
Haverford Financial Services, Inc
Mycio Wealth Partners, LLC
Nationwide Insurance
Chartwell Investment Partners
Domain Associates
University Of Pittsburgh
Marple Newtown Swim Club
Malvern Preparatory School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christopher Nguyen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Haverford Financial Services, Inc
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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