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Patrick R Taft

ST. Bernard Financial Services, Inc.

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About Patrick R Taft

Patrick Taft is a financial professional with over 20 years of experience in the financial services industry. Patrick currently works at St. Bernard Financial Services, Inc. where they specialize in providing portfolio management for individuals and businesses. They are also involved in financial planning and educational seminars for clients. Patrick holds the Series 6 and Series 63 licenses. Patrick also has previous experience at H.D. VEST INVESTMENT SERVICES. They serve clients in Arkansas, California and North Carolina.

Firm Information

Patrick Taft 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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Patrick Taft’s Registration & Firm History

AR

12/14/2010 - Present

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

AR

06/13/2002 - 12/09/2010

H.D. VEST INVESTMENT SERVICES (GREENBRIAR AR)

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Licenses & Designations

BC

Issued 01/21/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/12/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick R Taft.
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