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Mark Barkasy

ST. Bernard Financial Services, Inc.

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About Mark Barkasy

Mark Barkasy is a registered representative with St. Bernard Financial Services, Inc. Mark has over 15 years of experience in the financial industry. He provides financial planning and investment management services to individuals and businesses. Mark has offices in Vernon and Russellville, Arkansas. In addition to working for St. Bernard Financial Services, Inc., Mark has a second business, Embark Financial and Insurance Partners, LLC.

Firm Information

Mark Barkasy 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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Mark Barkasy’s Registration & Firm History

CT

02/28/2019 - Present

ST. Bernard Financial Services, Inc. (Vernon CT)

CT

06/23/2011 - 02/13/2018

INVEST FINANCIAL CORPORATION (MANCHESTER CT)

CT

01/12/2009 - 06/23/2011

ENSEMBLE FINANCIAL SERVICES, INC. (MANCHESTER CT)

CT

08/28/2008 - 01/21/2009

SIGNATOR INVESTORS, INC. (ROCKY HILL CT)

CT

08/16/2004 - 06/04/2008

ING FINANCIAL ADVISERS, LLC (CROMWELL CT)

CT

02/16/2001 - 01/03/2002

AETNA INVESTMENT SERVICES, LLC (WINDSOR CT)

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Licenses & Designations

BOTH

Issued 09/07/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/05/2006

Series 7 - General Securities Representative Examination

BC

Issued 08/13/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Mark Barkasy. Review regulatory record here.
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