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Christine Elizabeth Walker

Christine E. Walker

HAVERFORD FINANCIAL SERVICES
Radnor, PA 19087-4546
Some features on this profile are disabled
CRD#: 2691352
Christine Elizabeth Walker

Professional summary

Christine Elizabeth Walker, CFP®, CIMA®, who also goes by Christine E. Walker Nerney, is a registered financial advisor currently at HAVERFORD FINANCIAL SERVICES, INC. located in Radnor, Pennsylvania.

Christine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Christine has worked at 8 firms and has passed the Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Christine E. Walker Nerney

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christine Elizabeth Walker's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2000

CIMA®

Certified Investment Management Analyst

Experience

Current

September 21, 2015 - Present

HAVERFORD FINANCIAL SERVICES, INC.

Office #1: Three Radnor Corporate Center Suite 450, Radnor, PA 19087-4546
RIA
CRD#: 130007
Radnor, PA
Past

July 17, 2006 - September 18, 2008

LEHMAN BROTHERS INC.

RIA
CRD#: 7506
PHILADELPHIA, PA
Past

July 17, 2006 - September 18, 2008

LEHMAN BROTHERS INC.

BD
CRD#: 7506
PHILADELPHIA, PA
Past

October 14, 2005 - July 3, 2006

CETERA INVESTMENT SERVICES LLC

RIA
CRD#: 15340
MALVERN, PA
Past

October 14, 2005 - July 3, 2006

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
ST. CLOUD, MN
Past

January 19, 2005 - October 14, 2005

ICBA FINANCIAL SERVICES CORPORATION

RIA
CRD#: 35089
MALVERN, PA
Past

January 19, 2005 - October 14, 2005

ICBA FINANCIAL SERVICES CORPORATION

BD
CRD#: 35089
MEMPHIS, TN
Past

January 5, 2004 - April 2, 2004

CUMBERLAND ADVISORS

RIA
CRD#: 107964
MALVERN, PA
Past

November 26, 2002 - April 15, 2004

CITCO MUTUAL FUND DISTRIBUTORS, INC.

BD
CRD#: 41920
MALVERN, PA
Past

May 23, 2000 - November 18, 2002

EAST COAST CONSULTANTS, INC.

BD
CRD#: 38380
MALVERN, PA
Past

December 14, 1995 - May 26, 2000

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
MALVERN, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HF
HAVERFORD FINANCIAL SERVICES, INC.
HAVERFORD FINANCIAL SERVICES, INC.

CRD#: 130007 / SEC#: 801-62759

RIA
Registered Investment Advisory firm - (2/12/2004 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Pennsylvania
(9/21/2015)

Exams

State Security Law Exam
RR
Series 63
Date: 1/15/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 9/19/2002
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 12/13/1995
Investment Company Products/Variable Contracts Representative Examination

Current Firm

HF
HAVERFORD FINANCIAL SERVICES, INC.
HAVERFORD FINANCIAL SERVICES, INC.

CRD#: 130007 / SEC#: 801-62759

RIA
Registered Investment Advisory firm - (2/12/2004 Approved)
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Contact information

Main Address
Three Radnor Corporate Center Suite 450, Radnor, PA 19087-4546
Mailing Address
Phone number
(610) 995-8700
Established
Firm type
Fiscal year end
# of Employees
44

SEC notice filing (50 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

HFS FORM ADV PART 2A - 2025-03 (3/17/2025)

Regulatory assets under management

Total Number of Accounts27
AUM (Assets Under Management)$ 341,907,816

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

HAVERFORD FINANCIAL SERVICES, INC.

CRD#: 130007Radnor, PA 19087-4546

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