Advisor at St. Bernard Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
St. Bernard Financial Services, Inc.
Location
Russellville, AR 72801
Credentials
Series 63, Series 66
Industry experience
29 years
Flat fee negotiable for certain advisory services.
$0 - $50,000: 2.00% annually $50,001 - $100,000: 1.75% annually $100,001 - $250,000: 1.50% annually $250,001 - $500,000: 1.25% annually $501,000 - $5 million: 1.00% annually $5 million+: Negotiable
Commissions received on certain variable insurance products and brokerage transactions; commission amounts vary by product.
$125 per hour for consultations and financial planning.
Fee-only: Hourly rate of $125 per hour for consultations and financial planning; typically 8 to 10 hours for a plan.
St. Bernard Financial Services, Inc.
2023 - Present (3 years)
Sagepoint Financial, Inc.
2016 - 2022 (6 years)
Manzanita Insurance Agency
2015 - Present (11 years)
Health Insurance Innovations
2013 - 2016 (3 years)
Php Agency Inc
2013 - 2016 (3 years)
Mediator Law Group
2013 - 2016 (3 years)
Ameritas Investment Corp
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Russellville, AR
Edward Jones
CFP®, Series 66
Russellville, AR
Edward Jones
Series 65
Russellville, AR
5thn Financial LLC
Series 63, Series 66
Russellville, AR
St. Bernard Financial Services, Inc.
Series 63, Series 65
Russellville, AR
St. Bernard Financial Services, Inc.
Series 66
Russellville, AR
St. Bernard Financial Services, Inc.
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