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Donald James Montgomery

ST. Bernard Financial Services, Inc.

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About Donald James Montgomery

Donald James Montgomery is a financial professional with over 28 years of experience in the industry. Donald is a registered representative of St. Bernard Financial Services, Inc. in the Mountain Home, Arkansas office. Donald is also licensed in the state of Arkansas. Donald has experience with several financial products and services.

Firm Information

Donald Montgomery 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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Donald Montgomery’s Registration & Firm History

AR

07/11/2013 - Present

ST. Bernard Financial Services, Inc. (MTN HOME AR)

AR

03/16/2001 - 06/11/2013

MML INVESTORS SERVICES, LLC (MOUNTAIN HOME AR)

NJ

03/13/1995 - 03/07/2001

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BOTH

Issued 01/19/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/10/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Donald James Montgomery. Review regulatory record here.
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