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Harold Irwin Goren

ST. Bernard Financial Services, Inc.

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About Harold Irwin Goren

Harold Irwin Goren is a financial advisor at St. Bernard Financial Services, Inc. Harold has been in the financial services industry since 1990. Harold's primary location is in Redmond, WA. Harold holds licenses in both Washington and California. Harold focuses on providing investment and insurance services to individuals. Harold's services include fixed annuities, life, health and SPIAS. Harold also provides portfolio management for businesses and individuals.

Firm Information

Harold Goren 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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Harold Goren’s Registration & Firm History

WA

02/07/2017 - Present

ST. Bernard Financial Services, Inc. (Redmond WA)

WA

02/04/2008 - 01/10/2017

INDEPENDENT FINANCIAL GROUP, LLC (REDMOND WA)

WA

04/24/1992 - 02/06/2008

1717 CAPITAL MANAGEMENT COMPANY (SAMMAMISH WA)

NA

03/27/1992 - 04/20/1992

PML SECURITIES COMPANY

NY

01/10/1990 - 03/24/1992

MONY SECURITIES CORP. (NEW YORK NY)

NY

05/01/1990 - 10/15/1990

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/09/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/05/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/08/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Harold Irwin Goren.
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