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Patrick Thayne Williams

ST. Bernard Financial Services, Inc.

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About Patrick Thayne Williams

Patrick Thayne Williams is an active investment advisor representative and a registered representative. Patrick Williams is registered with St. Bernard Financial Services, Inc. and has been in the industry since 1996. Patrick Williams has passed the Series 63, Series 65, Series 7, Series 24 and SIE exams. Patrick Williams specializes in Portfolio Management for Individuals, Portfolio Management for Businesses and Educational Seminars.

Firm Information

Patrick Williams 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 Williams’s Registration & Firm History

AR

01/27/2018 - Present

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

AR

12/17/2003 - 11/09/2017

IMS SECURITIES, INC. (MENA AR)

TX

03/31/1998 - 01/07/2004

INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)

NY

05/10/1996 - 04/01/1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/22/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/22/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/24/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/09/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 10 public disclosures for Patrick Thayne Williams. Review regulatory record here.
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