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Kyle Christopher Wilson

ST. Bernard Financial Services, Inc.

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About Kyle Christopher Wilson

Kyle Christopher Wilson is a financial advisor with St. Bernard Financial Services, Inc. located in El Dorado Hills, California. Kyle has over 13 years of experience in the financial services industry. Kyle has a Series 6, Series 63, and SIE licenses. Kyle holds a Series 63 license, indicating that he is a licensed securities agent in the state of California. Kyle is registered as an Investment Advisor Representative with St. Bernard Financial Services, Inc., which is registered with the SEC as an Investment Advisor. St. Bernard Financial Services, Inc. provides investment advisory services to individuals and businesses, offering a range of services that include portfolio management and educational seminars.

Firm Information

Kyle Wilson 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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Kyle Wilson’s Registration & Firm History

CA

01/02/2019 - Present

ST. Bernard Financial Services, Inc. (El Dorado Hills CA)

CA

02/02/2010 - 12/18/2018

FARMERS FINANCIAL SOLUTIONS, LLC (SAN JOSE CA)

CA

02/14/2005 - 01/12/2010

NYLIFE SECURITIES LLC (SAN JOSE CA)

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Licenses & Designations

BC

Issued 03/21/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/11/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Kyle Christopher Wilson. Review regulatory record here.
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