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David Wayne Durham

ST. Bernard Financial Services, Inc.

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About David Wayne Durham

David Wayne Durham is a financial professional with over 30 years of experience in the industry. David is currently registered with St. Bernard Financial Services, Inc. and has been with the firm since 4/1/2021. David has held previous positions with Avalon Investment & Securities Group, Inc., PRUCO SECURITIES, LLC., Polaris Financial Services, Inc., Tower Investment Group, Inc., and PFS INVESTMENTS INC. David has passed both the Securities Industry Essentials Examination and the Investment Company Products/Variable Contracts Representative Examination. David is currently registered in Georgia. David is also an approved FINRA and SRO registration holder.

Firm Information

David Durham 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 Durham’s Registration & Firm History

GA

04/01/2021 - Present

ST. Bernard Financial Services, Inc. (Moultrie GA)

AL

05/28/2004 - 11/06/2020

AVALON INVESTMENT & SECURITIES GROUP, INC. (MUSCLE SHOALS AL)

NJ

04/12/2001 - 05/24/2004

PRUCO SECURITIES, LLC. (NEWARK NJ)

AL

12/07/1998 - 03/15/2001

AVALON INVESTMENT & SECURITIES GROUP, INC. (MUSCLE SHOALS AL)

NH

05/06/1994 - 11/04/1998

POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)

NA

11/13/1992 - 05/20/1994

TOWER INVESTMENT GROUP, INC.

GA

02/22/1988 - 11/23/1992

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 10/28/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/19/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for David Wayne Durham. Review regulatory record here.
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