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James David Orgeron

ST. Bernard Financial Services, Inc.

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About James David Orgeron

James David Orgeron is a registered representative with St. Bernard Financial Services, Inc., with over 14 years of experience in the financial services industry. James has Series 7, Series 66 and SIE licenses. St. Bernard Financial Services, Inc. is an independent financial services firm based in Russellville, Arkansas. The firm's office is located at 1609 West Main St, Russellville, AR 72801. St. Bernard Financial Services, Inc. provides advisory services such as portfolio management, financial planning, and educational seminars for both individuals and businesses. The firm manages approximately $130 million in assets. James' experience and St. Bernard Financial Services, Inc. resources can help you reach your financial goals.

Firm Information

James Orgeron 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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James Orgeron’s Registration & Firm History

LA

06/21/2012 - Present

ST. Bernard Financial Services, Inc. (KENNeR LA)

LA

11/16/2007 - 05/31/2012

EDWARD JONES (DESTREHAN LA)

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Licenses & Designations

BOTH

Issued 11/30/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James David Orgeron.
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