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Phillip Dennis Boyd

ST. Bernard Financial Services, Inc.

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About Phillip Dennis Boyd

Phillip Boyd is a Registered Representative and Investment Advisor Representative with St. Bernard Financial Services, Inc. Phillip has been in the financial services industry since 2000. Phillip specializes in retirement planning, college planning and estate planning. Phillip is also a Certified Financial Planner.

Firm Information

Phillip Boyd 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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Phillip Boyd’s Registration & Firm History

OK

04/22/2024 - Present

ST. Bernard Financial Services, Inc. (Edmond OK)

OK

05/05/2017 - 12/31/2023

CROWN CAPITAL SECURITIES, L.P. (EDMOND OK)

OK

10/31/2003 - 04/25/2017

LPL FINANCIAL LLC (OWASSO OK)

IN

09/11/2000 - 11/04/2003

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

IN

08/09/2000 - 11/04/2003

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

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Licenses & Designations

BOTH

Issued 11/17/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/04/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/03/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/08/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Phillip Dennis Boyd. Review regulatory record here.
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