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David Liles Garcia

ST. Bernard Financial Services, Inc.

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About David Liles Garcia

David Garcia is a registered representative with St. Bernard Financial Services, Inc., located in Russellville, AR. David is a licensed securities professional with experience in the financial services industry since 2014. David offers portfolio management for individuals and businesses. David has experience in financial planning and offers educational seminars. In addition to holding the Series 6 and SIE exams, David is also licensed in Arizona, California, Florida, Kansas, Oregon and Virginia.

Firm Information

David Garcia is currently registered with ST. Bernard Financial Services, Inc.. ST. Bernard Financial Services, Inc. is a Corporation that was formed on March 24, 1994, and is headquartered in RUSSELLVILLE, AR. The firm provides investment advisory services to individuals and businesses. They specialize in portfolio management and offer educational seminars. They are registered with the SEC and in 46 states. ST. Bernard Financial Services, Inc. manages approximately $130,472,570 in regulatory assets for 841 clients.
ST. Bernard Financial Services, Inc.

1609 WEST MAIN ST

RUSSELLVILLE, AR 72801

$130.47M

Assets Under Management

Not reported

Total Clients

96

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Garcia’s Registration & Firm History

AR

02/06/2018 - Present

ST. Bernard Financial Services, Inc. (RUSSELLVILLE AR)

CA

10/02/2014 - 02/22/2018

HD VEST INVESTMENT SERVICES (Lake Elsinore CA)

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Licenses & Designations

BC

Issued 08/07/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/02/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Liles Garcia.
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