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Eunhae Wilfong

ST. Bernard Financial Services, Inc.

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About Eunhae Wilfong

Eunhae Wilfong is a financial professional who has been in the industry since 2005. Eunhae has a Series 6 and Series 63 license and is currently registered with St. Bernard Financial Services, Inc. in Russellville, AR. Eunhae's experience includes working with individuals and businesses, as well as providing educational seminars. Eunhae has previously worked with Gradient Securities, LLC, MetLife Securities Inc., MML Investors Services, Inc., and Metropolitan Life Insurance Company.

Firm Information

Eunhae Wilfong 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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Eunhae Wilfong’s Registration & Firm History

AR

07/08/2019 - Present

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

VA

03/26/2015 - 05/31/2019

GRADIENT SECURITIES, LLC (Fairfax VA)

VA

06/28/2010 - 01/07/2015

METLIFE SECURITIES INC. (FALLS CHURCH VA)

VA

02/08/2010 - 06/16/2010

MML INVESTORS SERVICES, INC. (FAIRFAX VA)

MD

06/24/2005 - 12/22/2009

METLIFE SECURITIES INC. (ROCKVILLE MD)

VA

06/24/2005 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (ANNANDALE VA)

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Licenses & Designations

BC

Issued 09/03/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/23/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eunhae Wilfong.
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